Vanguard US Multifactor ETF
VFMF
30 hedge funds and large institutions have $108M invested in Vanguard US Multifactor ETF in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 2 reducing their positions, and 5 closing their positions.
750% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 2
49% more capital invested
Capital invested by funds: $72.8M → $108M (+$35.3M)
32.69% more ownership
Funds ownership: 64.61% → 97.3% (+33%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
9% less funds holding
Funds holding: 33 → 30 (-3)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$22.1M |
| 2 |
AHC
Anderson Hoagland & Co
St Louis,
Missouri
|
+$9.19M |
| 3 |
UB
UMB Bank
Kansas City,
Missouri
|
+$6.95M |
| 4 |
OCG
Opus Capital Group
Cincinnati,
Ohio
|
+$1.09M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$977K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$206K |
| 2 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$150K |
| 3 |
FHA
First Horizon Advisors
Memphis,
Tennessee
|
-$142K |
| 4 |
SJIA
St. James Investment Advisors
Port Jefferson,
New York
|
-$51K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$15.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPIA
26
Steward Partners Investment Advisory
New York
| $22K | – | – | – |
|
|
GEA
27
Glen Eagle Advisors
Kingston,
New Jersey
| $10.4K | – | – | – |
|
|
IA
28
IFP Advisors
Tampa,
Florida
| $9K | -$15.3K | -148 | -55% |
|
|
APA
29
American Portfolios Advisors
Holbrook,
New York
| $7.59K | – | – | – |
|
30
CIBC Private Wealth Group
Atlanta,
Georgia
| $2K | +$1.55K | +15 | New |
|
|
31
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$206K | -1,924 | Closed |
|
|
GWM
32
Geneos Wealth Management
Englewood,
Colorado
| – | -$150K | -1,407 | Closed |
|
|
FHA
33
First Horizon Advisors
Memphis,
Tennessee
| – | -$142K | -1,331 | Closed |
|
|
SJIA
34
St. James Investment Advisors
Port Jefferson,
New York
| – | -$51K | -480 | Closed |
|
35
Wells Fargo
San Francisco,
California
| – | -$3.73K | -36 | Closed |
|
VFMF Hedge Fund Activity: Q1 2022 in Review
30 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Multifactor ETF (VFMF) for Q1 2022, worth a combined $108M — up 49% from $72.8M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of VFMF and 4 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 17 added.
The largest buyer was Envestnet Asset Management, adding an estimated $22.1M. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $206K sold.
- 30 institutional investors held Vanguard US Multifactor ETF (VFMF) as of Q1 2022, down from 33 in Q4 2021.
- Funds reported $108M of Vanguard US Multifactor ETF stock for Q1 2022, up 49% quarter-over-quarter.
- 4 funds opened new Vanguard US Multifactor ETF positions in Q1 2022 and 5 closed out, a net change of -1 holder.
- The largest Vanguard US Multifactor ETF buyer in Q1 2022 was Envestnet Asset Management, an estimated $22.1M added.
- The largest Vanguard US Multifactor ETF seller in Q1 2022 was Cambridge Investment Research Advisors, an estimated $206K sold.
Based on aggregated 13F filings for Q1 2022.