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Vanguard US Quality Factor ETF

76 hedge funds and large institutions have $155M invested in Vanguard US Quality Factor ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

129% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 14

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

13% more capital invested

Capital invested by funds: $138M → $155M (+$17.8M)

9% more funds holding

Funds holding: 7076 (+6)

1.17% less ownership

Funds ownership: 41.04%39.87% (-1.2%)

Holders
76
Holders Change
+6
Holders Change %
+8.57%
% of All Funds
1.09%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
12
Increased
32
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Armbruster Capital Management
New York
$25.6M -$505K -3,665 -2%
SL
2
Systelligence LLC
Minnesota
$17.5M -$675K -4,893 -4%
FIA
3
Foundations Investment Advisors
Arizona
$15M +$5.65M +40,976 +64%
HPC
4
Hobart Private Capital
North Carolina
$14.3M +$5.64M +40,907 +69%
LPL Financial
5
LPL Financial
California
$10.3M +$3.47M +25,176 +54%
GFS
6
GYL Financial Synergies
Connecticut
$9.72M +$92.2K +669 +1%
CPCP
7
Cedar Point Capital Partners
Iowa
$9.71M -$364K -2,638 -4%
PFA
8
Pure Financial Advisors
California
$6.08M -$30.2K -219 -0.5%
JAG
9
Journey Advisory Group
Kentucky
$4.12M
PFA
10
Professional Financial Advisors
Nebraska
$3.33M -$99K -718 -3%
RFM
11
Royal Fund Management
Florida
$3.2M +$1.73M +12,580 +131%
CAL
12
Capital Advisors Ltd
Ohio
$2.97M -$217K -1,576 -7%
BFP
13
Beacon Financial Planning
Massachusetts
$2.66M +$637K +4,621 +33%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$2.41M +$164K +1,189 +8%
CT
15
Coastline Trust
Rhode Island
$2.39M
Stifel Financial
16
Stifel Financial
Missouri
$2.03M +$3.03K +22 +0.2%
SB
17
Strategic Blueprint
Georgia
$1.99M +$51.2K +371 +3%
Corient Private Wealth
18
Corient Private Wealth
Florida
$1.71M +$11.4K +83 +0.7%
IWC
19
Integrated Wealth Concepts
Massachusetts
$1.33M +$2.34K +17 +0.2%
CJ
20
Caitlin John
Michigan
$1.24M +$82.9K +601 +8%
IFA
21
Interactive Financial Advisors
Illinois
$1.19M +$1.66K +12 +0.1%
OMC
22
Old Mission Capital
Illinois
$1.08M +$1.04M +7,569 New
Envestnet Portfolio Solutions
23
Envestnet Portfolio Solutions
Illinois
$1M -$42.9K -311 -4%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$740K +$308K +2,235 +76%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$721K +$479K +3,471 +220%

VFQY Hedge Fund Activity: Q3 2024 in Review

76 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Quality Factor ETF (VFQY) for Q3 2024, worth a combined $155M — up 13% from $138M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new VFQY positions and 5 closed out — a net gain of 7 holders — while 32 added to existing stakes and 14 trimmed.

The largest buyer was Foundations Investment Advisors, adding an estimated $5.65M. The largest seller was Symmetry Partners, exiting entirely with an estimated $9.75M sold.

  • 76 institutional investors held Vanguard US Quality Factor ETF (VFQY) as of Q3 2024, up from 70 in Q2 2024.
  • Funds reported $155M of Vanguard US Quality Factor ETF stock for Q3 2024, up 13% quarter-over-quarter.
  • 12 funds opened new Vanguard US Quality Factor ETF positions in Q3 2024 and 5 closed out, a net change of +7 holders.
  • The largest Vanguard US Quality Factor ETF buyer in Q3 2024 was Foundations Investment Advisors, an estimated $5.65M added.
  • The largest Vanguard US Quality Factor ETF seller in Q3 2024 was Symmetry Partners, an estimated $9.75M sold.

Based on aggregated 13F filings for Q3 2024.