VFQY Institutional Ownership
Vanguard U.S. Quality Factor ETF
1W: -0.2%
1M: -2.2%
3M: +0.2%
YTD: +11.5%
1Y: +13.7%
3Y: +58.4%
5Y: +50.6%
$171.80
+0.20 (+0.11%)
Weekly Expected Move ±1.3%
$167
$170
$172
$174
$176
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — VFQY
102
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
190M
Total Invested
7
New Positions
33
Increased
33
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (109 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Armbruster Capital Management, Inc. | 191,754 | $33M | +1,317 | +0.7% | 26Q | SEC ↗ |
| 2 | Foundations Investment Advisors, LLC | 154,711 | $27M | +10,648 | +7.4% | 14Q | SEC ↗ |
| 3 | Pure Financial Advisors, LLC | 138,331 | $24M | +1,333 | +1.0% | 18Q | SEC ↗ |
| 4 | Focus Partners Wealth | 74,972 | $13M | -335 | -0.4% | 7Q | SEC ↗ |
| 5 | Genesis Wealth Advisors, LLC | 60,996 | $10M | +1,597 | +2.7% | 7Q | SEC ↗ |
| 6 | OSAIC HOLDINGS, INC. | 40,824 | $7M | +21,309 | +109.2% | 19Q | SEC ↗ |
| 7 | LPL Financial LLC | 36,190 | $6M | +8,185 | +29.2% | 14Q | SEC ↗ |
| 8 | Wealthspire Advisors, LLC NEW | 34,325 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 9 | Cannon Wealth Management Services, LLC | 31,337 | $5M | +3,518 | +12.6% | 5Q | SEC ↗ |
| 10 | Medallion Wealth Advisors, LLC | 28,760 | $5M | +1,286 | +4.7% | 7Q | SEC ↗ |
| 11 | BEACON FINANCIAL PLANNING, INC | 25,958 | $4M | -2,134 | -7.6% | 12Q | SEC ↗ |
| 12 | Capital Advisors, Ltd. LLC | 21,013 | $4M | -1,041 | -4.7% | 29Q | SEC ↗ |
| 13 | RAYMOND JAMES FINANCIAL INC | 20,861 | $4M | -1,521 | -6.8% | 7Q | SEC ↗ |
| 14 | Royal Fund Management, LLC | 18,246 | $3M | +1,407 | +8.4% | 15Q | SEC ↗ |
| 15 | Corient Private Wealth LP | 17,134 | $3M | +4,205 | +32.5% | 14Q | SEC ↗ |
| 16 | BANK OF AMERICA CORP /DE | 16,825 | $3M | +2,023 | +13.7% | 7Q | SEC ↗ |
| 17 | Coastline Trust Co | 13,860 | $2M | -366 | -2.6% | 29Q | SEC ↗ |
| 18 | Root Financial Partners, LLC | 13,100 | $2M | +1,036 | +8.6% | 9Q | SEC ↗ |
| 19 | Chicago Partners Investment Group LLC | 11,543 | $2M | -252 | -2.1% | 6Q | SEC ↗ |
| 20 | Vise Technologies, Inc. | 11,505 | $2M | +5,972 | +107.9% | 4Q | SEC ↗ |
| 21 | Integrated Wealth Concepts LLC | 8,891 | $2M | -185 | -2.0% | 15Q | SEC ↗ |
| 22 | TWO SIGMA INVESTMENTS, LP | 8,600 | $1M | -6,700 | -43.8% | 2Q | SEC ↗ |
| 23 | INTERACTIVE FINANCIAL ADVISORS, INC. | 8,024 | $1M | -282 | -3.4% | 16Q | SEC ↗ |
| 24 | Caitlin John, LLC | 7,779 | $1M | +2,446 | +45.9% | 11Q | SEC ↗ |
| 25 | Hobart Private Capital, LLC | 6,034 | $1M | -41,436 | -87.3% | 14Q | SEC ↗ |
| 26 | D.A. DAVIDSON & CO. | 4,922 | $846K | — | +0.0% | 31Q | SEC ↗ |
| 27 | National Philanthropic Trust | 4,862 | $835K | — | +0.0% | 3Q | SEC ↗ |
| 28 | AE Wealth Management LLC | 4,380 | $752K | -457 | -9.4% | 3Q | SEC ↗ |
| 29 | Kathmere Capital Management, LLC | 4,349 | $747K | — | +0.0% | 12Q | SEC ↗ |
| 30 | Arrowroot Family Office, LLC | 4,329 | $744K | +87 | +2.1% | 5Q | SEC ↗ |
| 31 | GSG Advisors LLC | 4,307 | $740K | +11 | +0.3% | 12Q | SEC ↗ |
| 32 | Cambridge Investment Research Advisors | 4,139 | $711K | +60 | +1.5% | 11Q | SEC ↗ |
| 33 | WealthCare Investment Partners, LLC | 4,118 | $707K | +717 | +21.1% | 5Q | SEC ↗ |
| 34 | Envestnet Portfolio Solutions, Inc. | 3,783 | $650K | -219 | -5.5% | 12Q | SEC ↗ |
| 35 | Sanctuary Advisors, LLC | 3,537 | $608K | +3 | +0.1% | 9Q | SEC ↗ |
| 36 | Creative Planning | 3,454 | $593K | — | +0.0% | 11Q | SEC ↗ |
| 37 | NWAM LLC | 3,349 | $575K | +8 | +0.2% | 8Q | SEC ↗ |
| 38 | Security Financial Services, INC. | 3,296 | $566K | -92 | -2.7% | 19Q | SEC ↗ |
| 39 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 3,168 | $544K | +907 | +40.1% | 12Q | SEC ↗ |
| 40 | Kraft, Davis & Associates, LLC | 3,120 | $536K | +1 | +0.0% | 7Q | SEC ↗ |
| 41 | BIP Wealth, LLC | 3,076 | $528K | -328 | -9.6% | 3Q | SEC ↗ |
| 42 | COMMONWEALTH EQUITY SERVICES, LLC | 3,022 | $519K | -296 | -8.9% | 11Q | SEC ↗ |
| 43 | ROYAL BANK OF CANADA | 2,947 | $506K | +7 | +0.2% | 32Q | SEC ↗ |
| 44 | Private Advisor Group, LLC | 2,812 | $483K | -338 | -10.7% | 16Q | SEC ↗ |
| 45 | Cerity Partners LLC | 2,743 | $471K | -23 | -0.8% | 13Q | SEC ↗ |
| 46 | Professional Financial Advisors, LLC | 2,373 | $408K | — | +0.0% | 18Q | SEC ↗ |
| 47 | Walkner Condon Financial Advisors LLC | 2,365 | $406K | — | +0.0% | 19Q | SEC ↗ |
| 48 | Dynamic Advisor Solutions LLC | 2,185 | $375K | +13 | +0.6% | 4Q | SEC ↗ |
| 49 | KINGSWOOD WEALTH ADVISORS, LLC | 2,000 | $344K | — | +0.0% | 8Q | SEC ↗ |
| 50 | JPMORGAN CHASE & CO | 1,871 | $321K | +69 | +3.8% | 15Q | SEC ↗ |
Recent Activity
New Positions (7)
| Holder | Shares | Value |
|---|---|---|
| Wealthspire Advisors, LLC | 34,325 | $6M |
| MML INVESTORS SERVICES, LLC | 1,546 | $266K |
| Noble Wealth Partners LLC | 1,451 | $249K |
| Kestra Advisory Services, LLC | 1,208 | $208K |
| Global Retirement Partners, LLC | 1,112 | $191K |
| FIDUCIARY FINANCIAL ADVISORS | 302 | $52K |
| Allworth Financial LP | 58 | $10K |
Sold Out (12)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Cedar Point Capital Partners, LLC | 67,138 | $12M |
| M Holdings Securities, Inc. | 14,052 | $2M |
| OLD MISSION CAPITAL LLC | 5,804 | $997K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 5,311 | $912K |
| GOLDMAN SACHS GROUP INC | 4,612 | $792K |
| JANE STREET GROUP, LLC | 3,311 | $569K |
| Destiny Wealth Partners, LLC | 3,129 | $538K |
| &PARTNERS | 1,473 | $253K |
| Basepoint Wealth LLC | 508 | $87K |
| JNBA Financial Advisors | 216 | $37K |
| CoreCap Advisors, LLC | 138 | $24K |
| FMR LLC | 0 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| OSAIC HOLDINGS, INC. | +21,309 | +109.2% | 40,824 |
| Foundations Investment Advisors, LL | +10,648 | +7.4% | 154,711 |
| LPL Financial LLC | +8,185 | +29.2% | 36,190 |
| Vise Technologies, Inc. | +5,972 | +107.9% | 11,505 |
| Corient Private Wealth LP | +4,205 | +32.5% | 17,134 |
| Cannon Wealth Management Services, | +3,518 | +12.6% | 31,337 |
| Caitlin John, LLC | +2,446 | +45.9% | 7,779 |
| BANK OF AMERICA CORP /DE | +2,023 | +13.7% | 16,825 |
| Genesis Wealth Advisors, LLC | +1,597 | +2.7% | 60,996 |
| Royal Fund Management, LLC | +1,407 | +8.4% | 18,246 |
| Pure Financial Advisors, LLC | +1,333 | +1.0% | 138,331 |
| Armbruster Capital Management, Inc. | +1,317 | +0.7% | 191,754 |
| Medallion Wealth Advisors, LLC | +1,286 | +4.7% | 28,760 |
| Root Financial Partners, LLC | +1,036 | +8.6% | 13,100 |
| Tidemark, LLC | +982 | +353.2% | 1,260 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +907 | +40.1% | 3,168 |
| WealthCare Investment Partners, LLC | +717 | +21.1% | 4,118 |
| Arrowroot Family Office, LLC | +87 | +2.1% | 4,329 |
| WELLS FARGO & COMPANY/MN | +81 | +8100.0% | 82 |
| JPMORGAN CHASE & CO | +69 | +3.8% | 1,871 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Hobart Private Capital, LLC | -41,436 | -87.3% | 6,034 |
| TWO SIGMA INVESTMENTS, LP | -6,700 | -43.8% | 8,600 |
| Zhang Financial LLC | -3,007 | -70.7% | 1,247 |
| BEACON FINANCIAL PLANNING, INC | -2,134 | -7.6% | 25,958 |
| RAYMOND JAMES FINANCIAL INC | -1,521 | -6.8% | 20,861 |
| Capital Advisors, Ltd. LLC | -1,041 | -4.7% | 21,013 |
| AE Wealth Management LLC | -457 | -9.4% | 4,380 |
| Coastline Trust Co | -366 | -2.6% | 13,860 |
| THOROUGHBRED FINANCIAL SERVICES, LL | -362 | -17.6% | 1,695 |
| Private Advisor Group, LLC | -338 | -10.7% | 2,812 |
| Focus Partners Wealth | -335 | -0.4% | 74,972 |
| BIP Wealth, LLC | -328 | -9.6% | 3,076 |
| COMMONWEALTH EQUITY SERVICES, LLC | -296 | -8.9% | 3,022 |
| INTERACTIVE FINANCIAL ADVISORS, INC | -282 | -3.4% | 8,024 |
| Chicago Partners Investment Group L | -252 | -2.1% | 11,543 |
| Envestnet Portfolio Solutions, Inc. | -219 | -5.5% | 3,783 |
| Aptus Capital Advisors, LLC | -190 | -10.8% | 1,576 |
| Integrated Wealth Concepts LLC | -185 | -2.0% | 8,891 |
| Apollon Wealth Management, LLC | -181 | -12.8% | 1,229 |
| Horizon Investments, LLC | -132 | -50.0% | 132 |