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Vanguard US Multifactor ETF

45 hedge funds and large institutions have $97M invested in Vanguard US Multifactor ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

2% more funds holding

Funds holding: 4445 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 14

5.03% less ownership

Funds ownership: 62.64%57.61% (-5%)

9% less capital invested

Capital invested by funds: $107M → $97M (-$9.78M)

Holders
45
Holders Change
+1
Holders Change %
+2.27%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
14
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
26
Independent Financial Group
California
$269K -$22.6K -214 -8%
CSPIA
27
Cary Street Partners Investment Advisory
Virginia
$258K
NA
28
NewEdge Advisors
Louisiana
$246K +$252K +2,383 New
IAS
29
Insigneo Advisory Services
Florida
$238K +$244K +2,304 New
MWM
30
Modera Wealth Management
New Jersey
$213K
CTWM
31
Cherry Tree Wealth Management
Minnesota
$211K
CTA
32
Colonial Trust Advisors
South Carolina
$166K +$741 +7 +0.4%
FHA
33
First Horizon Advisors
Tennessee
$137K
Bank of America
34
Bank of America
North Carolina
$131K +$49.9K +472 +59%
PTC
35
Private Trust Company
Ohio
$51.6K +$21.2K +200 +67%
CAL
36
Capital Advisors Ltd
Ohio
$36K -$43.3K -409 -54%
SPIA
37
Steward Partners Investment Advisory
New York
$22.2K
ME
38
McIlrath & Eck
Washington
$20.8K
PCFFS
39
Pacific Center for Financial Services
California
$20K
PFBT
40
Parkside Financial Bank & Trust
Missouri
$19.9K
IA
41
IFP Advisors
Florida
$13.3K +$106 +1 +0.8%
GEA
42
Glen Eagle Advisors
New Jersey
$10.3K
Morgan Stanley
43
Morgan Stanley
New York
$5.16K
HI
44
Harbour Investments
Wisconsin
$4.35K
Wells Fargo
45
Wells Fargo
California
$93
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
-$539K -5,184 Closed
MML Investors Services
47
MML Investors Services
Massachusetts
-$477K -4,588 Closed
SVCP
48
Silicon Valley Capital Partners
California
-$2.24K -22 Closed

VFMF Hedge Fund Activity: Q3 2023 in Review

45 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Multifactor ETF (VFMF) for Q3 2023, worth a combined $97M — down 9.2% from $107M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new VFMF positions and 3 closed out — a net gain of 1 holder — while 14 added to existing stakes and 14 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $936K. The largest seller was UMB Bank, cutting an estimated $6.55M.

  • 45 institutional investors held Vanguard US Multifactor ETF (VFMF) as of Q3 2023, up from 44 in Q2 2023.
  • Funds reported $97M of Vanguard US Multifactor ETF stock for Q3 2023, down 9.2% quarter-over-quarter.
  • 4 funds opened new Vanguard US Multifactor ETF positions in Q3 2023 and 3 closed out, a net change of +1 holder.
  • The largest Vanguard US Multifactor ETF buyer in Q3 2023 was Wealth Enhancement Advisory Services, an estimated $936K added.
  • The largest Vanguard US Multifactor ETF seller in Q3 2023 was UMB Bank, an estimated $6.55M sold.

Based on aggregated 13F filings for Q3 2023.