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Vanguard US Multifactor ETF
VFMF

53 hedge funds and large institutions have $121M invested in Vanguard US Multifactor ETF in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

25% more capital invested

Capital invested by funds: $97M → $121M (+$24.4M)

18% more funds holding

Funds holding: 45 → 53 (+8)

0.49% less ownership

Funds ownership: 57.61% → 57.12% (-0.49%)

13% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 16

Holders
53
Holders Change
+8
Holders Change %
+17.78%
% of All Funds
0.77%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
14
Reduced
16
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AHC
Anderson Hoagland & Co
Missouri
+$5.21M
2
LPL Financial
LPL Financial
California
+$3.35M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.06M
4
Stifel Financial
Stifel Financial
Missouri
+$805K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$740K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$794K
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$617K
3
Jane Street
Jane Street
New York
-$503K
4
GWM
Geneos Wealth Management
Colorado
-$306K
5
MWM
Modera Wealth Management
New Jersey
-$213K
Name Holding Trade Value Shares
Change 		Change in
Stake
GVAG
26
Great Valley Advisor Group
Delaware
$415K +$382K +3,612 New
UBS Group
27
UBS Group
Switzerland
$407K +$3.91K +37 +1%
CAN
28
Cetera Advisor Networks
California
$400K +$8.24K +78 +2%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$345K -$617K -5,839 -66%
IFG
30
Independent Financial Group
California
$294K -$4.65K -44 -2%
CSPIA
31
Cary Street Partners Investment Advisory
Virginia
$287K – – –
NA
32
NewEdge Advisors
Louisiana
$267K -$6.13K -58 -2%
CCP
33
Cassia Capital Partners
North Carolina
$262K -$62.3K -590 -21%
IAS
34
Insigneo Advisory Services
Florida
$252K -$11.6K -110 -5%
Jane Street
35
Jane Street
New York
$249K -$503K -4,766 -69%
CTWM
36
Cherry Tree Wealth Management
Minnesota
$230K -$4.65K -44 -2%
CTA
37
Colonial Trust Advisors
South Carolina
$186K +$845 +8 +0.5%
FHA
38
First Horizon Advisors
Tennessee
$153K – – –
PFBT
39
Parkside Financial Bank & Trust
Missouri
$112K +$82.3K +779 +404%
PS
40
Principal Securities
Iowa
$107K +$98.4K +932 New
Osaic Holdings
41
Osaic Holdings
Arizona
$60.2K -$794K -7,515 -93%
PTC
42
Private Trust Company
Ohio
$57.4K – – –
CAL
43
Capital Advisors Ltd
Ohio
$40K – – –
SPIA
44
Steward Partners Investment Advisory
New York
$24.7K – – –
ME
45
McIlrath & Eck
Washington
$23.1K – – –
PCFFS
46
Pacific Center for Financial Services
California
$22.3K – – –
IA
47
IFP Advisors
Florida
$14.8K – – –
Morgan Stanley
48
Morgan Stanley
New York
$11.8K +$5.49K +52 +104%
GEA
49
Glen Eagle Advisors
New Jersey
$11.5K – – –
HI
50
Harbour Investments
Wisconsin
$4.87K – – –
1
2
3

VFMF Hedge Fund Activity: Q4 2023 in Review

53 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Multifactor ETF (VFMF) for Q4 2023, worth a combined $121M — up 25% from $97M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new VFMF positions and 2 closed out — a net gain of 8 holders — while 14 added to existing stakes and 16 trimmed.

The largest buyer was Anderson Hoagland & Co, adding an estimated $5.21M. The largest seller was Osaic Holdings, cutting an estimated $794K.

  • 53 institutional investors held Vanguard US Multifactor ETF (VFMF) as of Q4 2023, up from 45 in Q3 2023.
  • Funds reported $121M of Vanguard US Multifactor ETF stock for Q4 2023, up 25% quarter-over-quarter.
  • 10 funds opened new Vanguard US Multifactor ETF positions in Q4 2023 and 2 closed out, a net change of +8 holders.
  • The largest Vanguard US Multifactor ETF buyer in Q4 2023 was Anderson Hoagland & Co, an estimated $5.21M added.
  • The largest Vanguard US Multifactor ETF seller in Q4 2023 was Osaic Holdings, an estimated $794K sold.

Based on aggregated 13F filings for Q4 2023.