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Vanguard US Multifactor ETF

30 hedge funds and large institutions have $108M invested in Vanguard US Multifactor ETF in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 2 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

750% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 2

49% more capital invested

Capital invested by funds: $72.8M → $108M (+$35.3M)

32.69% more ownership

Funds ownership: 64.61%97.3% (+33%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less funds holding

Funds holding: 3330 (-3)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
30
Holders Change
-3
Holders Change %
-9.09%
% of All Funds
0.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
17
Reduced
2
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AHC
1
Anderson Hoagland & Co
Missouri
$32M +$9.19M +88,584 +40%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$27.8M +$22.1M +213,286 +397%
UB
3
UMB Bank
Missouri
$20.7M +$6.95M +66,976 +51%
OCG
4
Opus Capital Group
Ohio
$8.22M +$1.09M +10,470 +15%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$3.52M +$42.8K +413 +1%
First Manhattan
6
First Manhattan
New York
$3.24M +$51.8K +500 +2%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$3.01M +$104K +1,006 +4%
PIFP
8
Partners in Financial Planning
Virginia
$2.45M +$2.18K +21 +0.1%
Jane Street
9
Jane Street
New York
$1.33M +$660K +6,367 +99%
KAS
10
Kestra Advisory Services
Texas
$1.24M +$977K +9,422 +383%
PWA
11
Physician Wealth Advisors
Utah
$932K +$88.7K +855 +10%
Osaic Holdings
12
Osaic Holdings
Arizona
$649K +$450K +4,339 +229%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$500K +$498K +4,807 New
CT
14
Coastline Trust
Rhode Island
$446K +$71.5K +690 +19%
Citadel Advisors
15
Citadel Advisors
Florida
$433K +$432K +4,167 New
CAN
16
Claraphi Advisory Network
United States
$403K +$12.4K +120 +3%
MML Investors Services
17
MML Investors Services
Massachusetts
$379K +$11.9K +115 +3%
ASN
18
Advisory Services Network
Georgia
$313K +$312K +3,012 New
CSPIA
19
Cary Street Partners Investment Advisory
Virginia
$260K
Bank of America
20
Bank of America
North Carolina
$83K +$1.04K +10 +1%
CAL
21
Capital Advisors Ltd
Ohio
$79K
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$63K +$32.4K +312 +106%
UBS Group
23
UBS Group
Switzerland
$49K -$12.7K -122 -21%
PCFFS
24
Pacific Center for Financial Services
California
$29K
ME
25
McIlrath & Eck
Washington
$27K

VFMF Hedge Fund Activity: Q1 2022 in Review

30 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Multifactor ETF (VFMF) for Q1 2022, worth a combined $108M — up 49% from $72.8M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of VFMF and 4 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 17 added.

The largest buyer was Envestnet Asset Management, adding an estimated $22.1M. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $206K sold.

  • 30 institutional investors held Vanguard US Multifactor ETF (VFMF) as of Q1 2022, down from 33 in Q4 2021.
  • Funds reported $108M of Vanguard US Multifactor ETF stock for Q1 2022, up 49% quarter-over-quarter.
  • 4 funds opened new Vanguard US Multifactor ETF positions in Q1 2022 and 5 closed out, a net change of -1 holder.
  • The largest Vanguard US Multifactor ETF buyer in Q1 2022 was Envestnet Asset Management, an estimated $22.1M added.
  • The largest Vanguard US Multifactor ETF seller in Q1 2022 was Cambridge Investment Research Advisors, an estimated $206K sold.

Based on aggregated 13F filings for Q1 2022.