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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
Morgan Stanley
51
Morgan Stanley
New York
$67.5K +$62.6K +466 +914%
PTC
52
Private Trust Company
Ohio
$65.3K
T
53
Tidemark
California
$35.9K +$36.9K +275 New
SPIA
54
Steward Partners Investment Advisory
New York
$28.1K
GJIA
55
Glass Jacobson Investment Advisors
Maryland
$27.2K +$134 +1 +0.5%
ME
56
McIlrath & Eck
Washington
$26.2K
GRP
57
Global Retirement Partners
California
$26.2K +$27K +201 New
PCFFS
58
Pacific Center for Financial Services
California
$25.3K
JFA
59
JNBA Financial Advisors
Minnesota
$20.1K
IA
60
IFP Advisors
Florida
$14.6K +$269 +2 +2%
National Bank of Canada
61
National Bank of Canada
Quebec, Canada
$13.3K
GEA
62
Glen Eagle Advisors
New Jersey
$13.1K
Bank of America
63
Bank of America
North Carolina
$13.1K +$13.4K +100 New
HHGA
64
Halbert Hargrove Global Advisors
California
$7.31K +$7.52K +56 New
HI
65
Harbour Investments
Wisconsin
$5.62K
Wells Fargo
66
Wells Fargo
California
$72
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
-$567K -4,352 Closed
Jane Street
68
Jane Street
New York
-$491K -3,768 Closed
OMC
69
Old Mission Capital
Illinois
-$464K -3,560 Closed
CSPIA
70
Cary Street Partners Investment Advisory
Virginia
-$326K -2,500 Closed
DAS
71
Dynamic Advisor Solutions
Arizona
-$284K -2,182 Closed
IAS
72
Insigneo Advisory Services
Florida
-$258K -1,982 Closed
CAL
73
Capital Advisors Ltd
Ohio
-$46K -351 Closed
FFA
74
Farther Finance Advisors
California
-$17.6K -135 Closed
EA
75
Evolution Advisers
Virginia
-$3K -26 Closed

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.