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Vanguard US Multifactor ETF

43 hedge funds and large institutions have $105M invested in Vanguard US Multifactor ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

13% more funds holding

Funds holding: 3843 (+5)

3% more capital invested

Capital invested by funds: $102M → $105M (+$3.15M)

0.82% less ownership

Funds ownership: 62.44%61.62% (-0.82%)

Holders
43
Holders Change
+5
Holders Change %
+13.16%
% of All Funds
0.69%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
14
Reduced
11
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
26
Cary Street Partners Investment Advisory
Virginia
$248K
UBS Group
27
UBS Group
Switzerland
$238K +$183K +1,809 +308%
MWM
28
Modera Wealth Management
New Jersey
$204K
Bank of America
29
Bank of America
North Carolina
$187K +$110K +1,084 +136%
CTA
30
Colonial Trust Advisors
South Carolina
$158K +$811 +8 +0.5%
FHA
31
First Horizon Advisors
Tennessee
$132K
ASN
32
Advisory Services Network
Georgia
$129K
CAL
33
Capital Advisors Ltd
Ohio
$75K
SS
34
Sunbelt Securities
Texas
$31.1K +$32.4K +319 New
SPIA
35
Steward Partners Investment Advisory
New York
$21.3K -$1.93K -19 -8%
ME
36
McIlrath & Eck
Washington
$19.9K
PCFFS
37
Pacific Center for Financial Services
California
$19.2K +$19.7K +194 New
GEA
38
Glen Eagle Advisors
New Jersey
$9.91K
IA
39
IFP Advisors
Florida
$9.71K -$20.2K -199 -62%
Morgan Stanley
40
Morgan Stanley
New York
$4.96K
SVCP
41
Silicon Valley Capital Partners
California
$4.75K -$1.44M -14,244 -100%
HI
42
Harbour Investments
Wisconsin
$4.14K
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$3.21K +$115K +1,134 +4%
Wells Fargo
44
Wells Fargo
California
$14
KAS
45
Kestra Advisory Services
Texas
-$1.06M -10,725 Closed

VFMF Hedge Fund Activity: Q1 2023 in Review

43 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Multifactor ETF (VFMF) for Q1 2023, worth a combined $105M — up 3.1% from $102M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new VFMF positions and 1 closed out — a net gain of 7 holders — while 14 added to existing stakes and 11 trimmed.

The largest buyer was Geneos Wealth Management, opening a new position worth an estimated $3.19M. The largest seller was Stifel Financial, cutting an estimated $2.19M.

  • 43 institutional investors held Vanguard US Multifactor ETF (VFMF) as of Q1 2023, up from 38 in Q4 2022.
  • Funds reported $105M of Vanguard US Multifactor ETF stock for Q1 2023, up 3.1% quarter-over-quarter.
  • 8 funds opened new Vanguard US Multifactor ETF positions in Q1 2023 and 1 closed out, a net change of +7 holders.
  • The largest Vanguard US Multifactor ETF buyer in Q1 2023 was Geneos Wealth Management, an estimated $3.19M added.
  • The largest Vanguard US Multifactor ETF seller in Q1 2023 was Stifel Financial, an estimated $2.19M sold.

Based on aggregated 13F filings for Q1 2023.