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Vanguard US Multifactor ETF

66 hedge funds and large institutions have $147M invested in Vanguard US Multifactor ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

35% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 17

12% more funds holding

Funds holding: 5966 (+7)

7% more capital invested

Capital invested by funds: $138M → $147M (+$9.06M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.72% less ownership

Funds ownership: 52.56%49.84% (-2.7%)

Holders
66
Holders Change
+7
Holders Change %
+11.86%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
23
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$567K +$551K +4,352 New
PWA
27
Physician Wealth Advisors
Utah
$567K -$12.7K -100 -2%
FPAS
28
Focus Partners Advisor Solutions
Missouri
$540K +$75.8K +599 +17%
SEIA
29
Signature Estate & Investment Advisors
California
$529K +$44.7K +353 +10%
Jane Street
30
Jane Street
New York
$491K -$43.8K -346 -8%
GVAG
31
Great Valley Advisor Group
Delaware
$471K
OMC
32
Old Mission Capital
Illinois
$464K +$450K +3,560 New
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$456K +$25.3K +200 +6%
Envestnet Portfolio Solutions
34
Envestnet Portfolio Solutions
Illinois
$451K -$8.48K -67 -2%
TA
35
TFB Advisors
Kansas
$425K +$412K +3,258 New
Osaic Holdings
36
Osaic Holdings
Arizona
$368K -$289K -2,283 -45%
CSPIA
37
Cary Street Partners Investment Advisory
Virginia
$326K
CCP
38
Cassia Capital Partners
North Carolina
$313K +$2.4K +19 +0.8%
DAS
39
Dynamic Advisor Solutions
Arizona
$284K -$5.57K -44 -2%
CTWM
40
Cherry Tree Wealth Management
Minnesota
$273K -$8.98K -71 -3%
IAS
41
Insigneo Advisory Services
Florida
$258K +$380 +3 +0.2%
MWM
42
Modera Wealth Management
New Jersey
$256K +$1.26K +10 +0.5%
IFG
43
Independent Financial Group
California
$235K -$25.8K -204 -10%
WIA
44
World Investment Advisors
California
$230K -$1.01K -8 -0.5%
CF
45
Centaurus Financial
California
$209K +$31.1K +246 +18%
FHA
46
First Horizon Advisors
Tennessee
$142K
LI
47
LRI Investments
Florida
$133K +$123K +972 New
PS
48
Principal Securities
Iowa
$128K -$9.24K -73 -7%
TFM
49
TFC Financial Management
Massachusetts
$128K +$124K +979 New
PFBT
50
Parkside Financial Bank & Trust
Missouri
$127K

VFMF Hedge Fund Activity: Q3 2024 in Review

66 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Multifactor ETF (VFMF) for Q3 2024, worth a combined $147M — up 6.6% from $138M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new VFMF positions and 4 closed out — a net gain of 8 holders — while 23 added to existing stakes and 17 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $5.08M. The largest seller was Commonwealth Equity Services, cutting an estimated $3.96M.

  • 66 institutional investors held Vanguard US Multifactor ETF (VFMF) as of Q3 2024, up from 59 in Q2 2024.
  • Funds reported $147M of Vanguard US Multifactor ETF stock for Q3 2024, up 6.6% quarter-over-quarter.
  • 12 funds opened new Vanguard US Multifactor ETF positions in Q3 2024 and 4 closed out, a net change of +8 holders.
  • The largest Vanguard US Multifactor ETF buyer in Q3 2024 was Raymond James & Associates, an estimated $5.08M added.
  • The largest Vanguard US Multifactor ETF seller in Q3 2024 was Commonwealth Equity Services, an estimated $3.96M sold.

Based on aggregated 13F filings for Q3 2024.