Vanguard US Multifactor ETF
VFMF
59 hedge funds and large institutions have $138M invested in Vanguard US Multifactor ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 24 increasing their positions, 14 reducing their positions, and 10 closing their positions.
71% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 14
3.62% less ownership
Funds ownership: 56.18% → 52.56% (-3.6%)
6% less capital invested
Capital invested by funds: $147M → $138M (-$9.56M)
9% less funds holding
Funds holding: 65 → 59 (-6)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
60% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PSCM
Per Stirling Capital Management
Austin,
Texas
|
+$9.31M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.56M |
| 3 |
CAM
Clark Asset Management
Stratham,
New Hampshire
|
+$748K |
| 4 |
WCFA
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
+$555K |
| 5 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
+$456K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BHWA
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
-$10.6M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.04M |
| 3 |
ACM
Absolute Capital Management
Pittsburgh,
Pennsylvania
|
-$1.54M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
-$1.23M |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$1.08M |
VFMF Hedge Fund Activity: Q2 2024 in Review
59 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Multifactor ETF (VFMF) for Q2 2024, worth a combined $138M — down 6.5% from $147M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of VFMF and 4 opened new positions — a net loss of 6 holders — while 14 trimmed existing stakes and 24 added.
The largest buyer was Per Stirling Capital Management, opening a new position worth an estimated $9.31M. The largest seller was Beacon Harbor Wealth Advisors, exiting entirely with an estimated $10.6M sold.
- 59 institutional investors held Vanguard US Multifactor ETF (VFMF) as of Q2 2024, down from 65 in Q1 2024.
- Funds reported $138M of Vanguard US Multifactor ETF stock for Q2 2024, down 6.5% quarter-over-quarter.
- 4 funds opened new Vanguard US Multifactor ETF positions in Q2 2024 and 10 closed out, a net change of -6 holders.
- The largest Vanguard US Multifactor ETF buyer in Q2 2024 was Per Stirling Capital Management, an estimated $9.31M added.
- The largest Vanguard US Multifactor ETF seller in Q2 2024 was Beacon Harbor Wealth Advisors, an estimated $10.6M sold.
Based on aggregated 13F filings for Q2 2024.