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Vanguard US Quality Factor ETF

85 hedge funds and large institutions have $174M invested in Vanguard US Quality Factor ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

25% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 20

12% more funds holding

Funds holding: 7685 (+9)

12% more capital invested

Capital invested by funds: $155M → $174M (+$18.2M)

1.49% more ownership

Funds ownership: 39.87%41.37% (+1.5%)

Holders
85
Holders Change
+9
Holders Change %
+11.84%
% of All Funds
1.12%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
14
Increased
25
Reduced
20
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SL
1
Systelligence LLC
Minnesota
$25.4M +$8.39M +58,015 +47%
ACM
2
Armbruster Capital Management
New York
$25.3M +$71.5K +495 +0.3%
FIA
3
Foundations Investment Advisors
Arizona
$15.9M +$1.15M +7,947 +8%
HPC
4
Hobart Private Capital
North Carolina
$14.2M +$150K +1,040 +1%
LPL Financial
5
LPL Financial
California
$12.1M +$1.99M +13,739 +19%
CPCP
6
Cedar Point Capital Partners
Iowa
$9.61M +$38.6K +267 +0.4%
Focus Partners Wealth
7
Focus Partners Wealth
Massachusetts
$9.58M +$9.83M +68,011 New
GWA
8
Genesis Wealth Advisors
Massachusetts
$6.91M +$7.09M +49,042 New
PFA
9
Pure Financial Advisors
California
$5.93M -$72.3K -500 -1%
JAG
10
Journey Advisory Group
Kentucky
$4.12M
PFA
11
Professional Financial Advisors
Nebraska
$3.46M +$186K +1,289 +6%
CAL
12
Capital Advisors Ltd
Ohio
$2.78M -$151K -1,046 -5%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$2.75M +$386K +2,670 +16%
BFP
14
Beacon Financial Planning
Massachusetts
$2.69M +$71K +491 +3%
MWA
15
Medallion Wealth Advisors
Connecticut
$2.61M +$2.68M +18,530 New
CT
16
Coastline Trust
Rhode Island
$2.36M
Stifel Financial
17
Stifel Financial
Missouri
$1.96M -$49.6K -343 -2%
SB
18
Strategic Blueprint
Georgia
$1.81M -$158K -1,096 -8%
Corient Private Wealth
19
Corient Private Wealth
Florida
$1.7M +$6.36K +44 +0.4%
IWC
20
Integrated Wealth Concepts
Massachusetts
$1.24M -$74.7K -517 -6%
Raymond James Financial
21
Raymond James Financial
Florida
$1.24M +$1.27M +8,805 New
IFA
22
Interactive Financial Advisors
Illinois
$1.15M -$25.4K -176 -2%
CJ
23
Caitlin John
Michigan
$1.13M -$66.6K -461 -5%
Envestnet Portfolio Solutions
24
Envestnet Portfolio Solutions
Illinois
$971K -$19.7K -136 -2%
RFM
25
Royal Fund Management
Florida
$851K -$2.34M -16,189 -73%

VFQY Hedge Fund Activity: Q4 2024 in Review

85 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Quality Factor ETF (VFQY) for Q4 2024, worth a combined $174M — up 12% from $155M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new VFQY positions and 2 closed out — a net gain of 12 holders — while 25 added to existing stakes and 20 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $9.83M. The largest seller was Royal Fund Management, cutting an estimated $2.34M.

  • 85 institutional investors held Vanguard US Quality Factor ETF (VFQY) as of Q4 2024, up from 76 in Q3 2024.
  • Funds reported $174M of Vanguard US Quality Factor ETF stock for Q4 2024, up 12% quarter-over-quarter.
  • 14 funds opened new Vanguard US Quality Factor ETF positions in Q4 2024 and 2 closed out, a net change of +12 holders.
  • The largest Vanguard US Quality Factor ETF buyer in Q4 2024 was Focus Partners Wealth, an estimated $9.83M added.
  • The largest Vanguard US Quality Factor ETF seller in Q4 2024 was Royal Fund Management, an estimated $2.34M sold.

Based on aggregated 13F filings for Q4 2024.