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Vanguard US Multifactor ETF
VFMF

44 hedge funds and large institutions have $107M invested in Vanguard US Multifactor ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 9

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

2% more funds holding

Funds holding: 43 → 44 (+1)

1.02% more ownership

Funds ownership: 61.62% → 62.64% (+1%)

2% more capital invested

Capital invested by funds: $105M → $107M (+$1.88M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
44
Holders Change
+1
Holders Change %
+2.33%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
6
Increased
17
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OCG
Opus Capital Group
Ohio
+$1.24M
2
AHC
Anderson Hoagland & Co
Missouri
+$1.05M
3
OBWG
Onyx Bridge Wealth Group
New York
+$502K
4
WCFA
Walkner Condon Financial Advisors
Wisconsin
+$376K
5
BSSFA
Baron Silver Stevens Financial Advisors
Florida
+$275K

Top Sellers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
-$3.79M
2
ACM
Absolute Capital Management
Pennsylvania
-$2.21M
3
UB
UMB Bank
Missouri
-$1.46M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.39M
5
Jane Street
Jane Street
New York
-$758K
Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
26
Independent Financial Group
California
$293K +$1.68K +17 +0.6%
CSPIA
27
Cary Street Partners Investment Advisory
Virginia
$260K – – –
MWM
28
Modera Wealth Management
New Jersey
$214K – – –
CTWM
29
Cherry Tree Wealth Management
Minnesota
$213K +$202K +2,046 New
CTA
30
Colonial Trust Advisors
South Carolina
$166K +$888 +9 +0.6%
FHA
31
First Horizon Advisors
Tennessee
$138K – – –
Bank of America
32
Bank of America
North Carolina
$83.1K -$107K -1,084 -58%
CAL
33
Capital Advisors Ltd
Ohio
$79K – – –
PTC
34
Private Trust Company
Ohio
$31.2K +$29.6K +300 New
SPIA
35
Steward Partners Investment Advisory
New York
$22.3K – – –
ME
36
McIlrath & Eck
Washington
$20.9K – – –
PCFFS
37
Pacific Center for Financial Services
California
$20.2K – – –
PFBT
38
Parkside Financial Bank & Trust
Missouri
$20.1K +$19.1K +193 New
IA
39
IFP Advisors
Florida
$13.3K +$691 +7 +6%
GEA
40
Glen Eagle Advisors
New Jersey
$10.4K – – –
Morgan Stanley
41
Morgan Stanley
New York
$5.2K – – –
HI
42
Harbour Investments
Wisconsin
$4.36K – – –
SVCP
43
Silicon Valley Capital Partners
California
$2.24K -$2.57K -26 -54%
Wells Fargo
44
Wells Fargo
California
$60 +$99 +1 New
Stifel Financial
45
Stifel Financial
Missouri
– -$3.79M -38,240 Closed
Citadel Advisors
46
Citadel Advisors
Florida
– -$1.39M -14,058 Closed
IWM
47
IHT Wealth Management
Illinois
– -$435K -4,386 Closed
ASN
48
Advisory Services Network
Georgia
– -$129K -1,300 Closed
SS
49
Sunbelt Securities
Texas
– -$31.1K -319 Closed
1
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VFMF Hedge Fund Activity: Q2 2023 in Review

44 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Multifactor ETF (VFMF) for Q2 2023, worth a combined $107M — up 1.8% from $105M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new VFMF positions and 5 closed out — a net gain of 1 holder — while 17 added to existing stakes and 9 trimmed.

The largest buyer was Opus Capital Group, adding an estimated $1.24M. The largest seller was Stifel Financial, exiting entirely with an estimated $3.79M sold.

  • 44 institutional investors held Vanguard US Multifactor ETF (VFMF) as of Q2 2023, up from 43 in Q1 2023.
  • Funds reported $107M of Vanguard US Multifactor ETF stock for Q2 2023, up 1.8% quarter-over-quarter.
  • 6 funds opened new Vanguard US Multifactor ETF positions in Q2 2023 and 5 closed out, a net change of +1 holder.
  • The largest Vanguard US Multifactor ETF buyer in Q2 2023 was Opus Capital Group, an estimated $1.24M added.
  • The largest Vanguard US Multifactor ETF seller in Q2 2023 was Stifel Financial, an estimated $3.79M sold.

Based on aggregated 13F filings for Q2 2023.