We are live on ! Find out more
VFMF icon

Vanguard US Multifactor ETF

66 hedge funds and large institutions have $164M invested in Vanguard US Multifactor ETF in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 12

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

11% more capital invested

Capital invested by funds: $147M → $164M (+$16.5M)

1.08% more ownership

Funds ownership: 49.84%50.91% (+1.1%)

0% more funds holding

Funds holding: 6666 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
66
Holders Change
Holders Change %
0%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
25
Reduced
12
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$840K +$157K +1,167 +22%
CAM
27
Clark Asset Management
New Hampshire
$803K +$806 +6 +0.1%
TA
28
TFB Advisors
Kansas
$705K +$287K +2,140 +66%
AQR Capital Management
29
AQR Capital Management
Connecticut
$655K
SEIA
30
Signature Estate & Investment Advisors
California
$586K +$57.4K +427 +11%
PWA
31
Physician Wealth Advisors
Utah
$535K -$21.9K -163 -4%
Envestnet Portfolio Solutions
32
Envestnet Portfolio Solutions
Illinois
$469K +$17.7K +132 +4%
Osaic Holdings
33
Osaic Holdings
Arizona
$390K +$22.3K +166 +6%
BPFA
34
Barnes Pettey Financial Advisors
Mississippi
$358K +$368K +2,739 New
FPAS
35
Focus Partners Advisor Solutions
Missouri
$330K -$218K -1,622 -39%
CSP
36
Cary Street Partners
Virginia
$326K +$336K +2,500 New
CCP
37
Cassia Capital Partners
North Carolina
$295K -$19.5K -145 -6%
CTWM
38
Cherry Tree Wealth Management
Minnesota
$272K -$1.07K -8 -0.4%
KPWS
39
Kestra Private Wealth Services
Texas
$258K +$265K +1,973 New
MWM
40
Modera Wealth Management
New Jersey
$257K
WIA
41
World Investment Advisors
California
$251K +$21.6K +161 +9%
CF
42
Centaurus Financial
California
$251K +$42.7K +318 +20%
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$250K +$257K +1,917 New
IFG
44
Independent Financial Group
California
$236K
BCM
45
Brookstone Capital Management
Illinois
$217K +$223K +1,659 New
PFBT
46
Parkside Financial Bank & Trust
Missouri
$172K +$46.9K +349 +36%
FHA
47
First Horizon Advisors
Tennessee
$142K
LI
48
LRI Investments
Florida
$131K +$4.43K +33 +3%
PS
49
Principal Securities
Iowa
$129K
TFM
50
TFC Financial Management
Massachusetts
$128K

VFMF Hedge Fund Activity: Q4 2024 in Review

66 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Multifactor ETF (VFMF) for Q4 2024, worth a combined $164M — up 11% from $147M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new VFMF positions and 9 closed out — a net gain of 3 holders — while 25 added to existing stakes and 12 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $7.15M. The largest seller was Envestnet Asset Management, cutting an estimated $1.56M.

  • 66 institutional investors held Vanguard US Multifactor ETF (VFMF) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $164M of Vanguard US Multifactor ETF stock for Q4 2024, up 11% quarter-over-quarter.
  • 12 funds opened new Vanguard US Multifactor ETF positions in Q4 2024 and 9 closed out, a net change of +3 holders.
  • The largest Vanguard US Multifactor ETF buyer in Q4 2024 was Cambridge Investment Research Advisors, an estimated $7.15M added.
  • The largest Vanguard US Multifactor ETF seller in Q4 2024 was Envestnet Asset Management, an estimated $1.56M sold.

Based on aggregated 13F filings for Q4 2024.