VFQY · VANGUARD U.S. QUALITY FACTOR ETF ETF

Alerts for VFQY

$176.92 +0.10 (+0.05%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 1

Total Value: $2,917,748

Total Shares: 17,134

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 1 13F filers · Δ vs Mar 31, 2026

Top Holder

100.0%

+82.4 pts

Top 5

100.0%

+44.1 pts

Top 10

100.0%

+29.5 pts

HHI

10,000

Highly concentrated+9,203

Quarterly Activity

vs Mar 31, 2026

New

0

Increased

1

Decreased

0

Sold Out

96

Unchanged

0

Holder count: -96

Institutional value: -98.2%

Shares held: -98.4%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds	Open
Large Corient Private Wealth LLC	+4,205	17,134

Top Sellers

vs Mar 31, 2026

No qualifying movers this quarter.

Top New Positions

vs Mar 31, 2026

No new positions this quarter.

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)	Open
Micro Armbruster Capital Management, Inc.	190,437	$28,419,484
Mid Foundations Investment Advisors, LLC	144,063	$21,498,952
Mid Pure Financial Advisors, LLC	136,998	$20,444,622
Large Focus Partners Wealth	75,307	$11,238,289
Micro Genesis Wealth Advisors, LLC	59,399	$8,864,290

Filter: New 0 Increased 1 Reduced 0 Sold out 96 Unchanged 0

Showing 1 of 1

All Common Calls Puts

Compact Export CSV

Corient Private Wealth LLC VFQY

$2,917,748

100.00%

17,134

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Elite Income Advisors, Inc.	2,961	$441,878	2.1%	Other
Held directly	141,102	$21,057,074	97.9%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AE Wealth Management LLC	4,391	$655,282	9.3%	Defined
Manager 4	137	$20,444	0.3%	Defined
Held directly	42,942	$6,408,363	90.5%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	3,293	$491,424	14.7%	Defined
Raymond James Financial Services Advisors, Inc.	19,089	$2,848,708	85.3%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	3,542	$528,583	18.2%	Defined
Osaic Advisory Services, LLC	15,973	$2,383,698	81.8%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	9,386	$1,400,700	63.4%	Defined
MANAGED ACCOUNT ADVISORS LLC	5,416	$808,245	36.6%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Hobart Private Capital, LLC	4,796	$715,721	99.2%	Other
Held directly	41	$6,118	0.8%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	2,606	$388,901	88.6%	Defined
RBC Private Counsel (USA) Inc.	334	$49,843	11.4%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
55I, LLC	1,802	$268,917	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	1,000	$149,233	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	494	$73,721	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	381	$56,857	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	335	$49,993	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER FINANCIAL LLC	42	$6,267	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO CLEARING SERVICES, LLC	1	$149	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Aperio Group, LLC	1	$149	100.0%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STRATEGIC ADVISERS LLC	0	$0	0.0%	Defined