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Vanguard US Multifactor ETF

65 hedge funds and large institutions have $147M invested in Vanguard US Multifactor ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 3

23% more funds holding

Funds holding: 5365 (+12)

22% more capital invested

Capital invested by funds: $121M → $147M (+$26.2M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.94% less ownership

Funds ownership: 57.12%56.18% (-0.94%)

15% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 20

Holders
65
Holders Change
+12
Holders Change %
+22.64%
% of All Funds
0.94%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
17
Reduced
20
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
26
Physician Wealth Advisors
Utah
$524K -$1.19K -10 -0.2%
UBS Group
27
UBS Group
Switzerland
$480K +$27.7K +234 +7%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$464K -$397K -3,350 -48%
GVAG
29
Great Valley Advisor Group
Delaware
$458K
Osaic Holdings
30
Osaic Holdings
Arizona
$447K +$356K +3,000 +573%
FPAS
31
Focus Partners Advisor Solutions
Missouri
$331K +$309K +2,606 New
CCP
32
Cassia Capital Partners
North Carolina
$320K +$28.6K +241 +11%
CSPIA
33
Cary Street Partners Investment Advisory
Virginia
$317K
CBFP
34
Cedar Brook Financial Partners
Ohio
$300K +$281K +2,367 New
OMC
35
Old Mission Capital
Illinois
$283K +$264K +2,227 New
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$272K +$254K +2,144 New
Jane Street
37
Jane Street
New York
$264K -$10.7K -90 -4%
IFG
38
Independent Financial Group
California
$257K -$63.1K -532 -21%
IAS
39
Insigneo Advisory Services
Florida
$256K -$20.6K -174 -8%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$254K -$119K -1,003 -33%
CTWM
41
Cherry Tree Wealth Management
Minnesota
$254K
MWM
42
Modera Wealth Management
New Jersey
$248K +$232K +1,955 New
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$233K +$218K +1,836 New
NA
44
NewEdge Advisors
Louisiana
$222K -$68K -574 -25%
WIA
45
World Investment Advisors
California
$218K +$203K +1,716 New
DAS
46
Dynamic Advisor Solutions
Arizona
$211K +$197K +1,659 New
CTA
47
Colonial Trust Advisors
South Carolina
$206K +$593 +5 +0.3%
FHA
48
First Horizon Advisors
Tennessee
$169K
CF
49
Centaurus Financial
California
$156K +$145K +1,226 New
PS
50
Principal Securities
Iowa
$134K +$14.9K +126 +14%

VFMF Hedge Fund Activity: Q1 2024 in Review

65 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Multifactor ETF (VFMF) for Q1 2024, worth a combined $147M — up 22% from $121M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new VFMF positions and 3 closed out — a net gain of 12 holders — while 17 added to existing stakes and 20 trimmed.

The largest buyer was Beacon Harbor Wealth Advisors, opening a new position worth an estimated $9.93M. The largest seller was Opus Capital Group, cutting an estimated $703K.

  • 65 institutional investors held Vanguard US Multifactor ETF (VFMF) as of Q1 2024, up from 53 in Q4 2023.
  • Funds reported $147M of Vanguard US Multifactor ETF stock for Q1 2024, up 22% quarter-over-quarter.
  • 15 funds opened new Vanguard US Multifactor ETF positions in Q1 2024 and 3 closed out, a net change of +12 holders.
  • The largest Vanguard US Multifactor ETF buyer in Q1 2024 was Beacon Harbor Wealth Advisors, an estimated $9.93M added.
  • The largest Vanguard US Multifactor ETF seller in Q1 2024 was Opus Capital Group, an estimated $703K sold.

Based on aggregated 13F filings for Q1 2024.