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Vanguard US Multifactor ETF

32 hedge funds and large institutions have $92.8M invested in Vanguard US Multifactor ETF in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 6

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

7% more funds holding

Funds holding: 3032 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.23% less ownership

Funds ownership: 97.3%96.06% (-1.2%)

14% less capital invested

Capital invested by funds: $108M → $92.8M (-$15.3M)

Holders
32
Holders Change
+2
Holders Change %
+6.67%
% of All Funds
0.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
12
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AHC
1
Anderson Hoagland & Co
Missouri
$29M +$996K +10,141 +3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$24.5M +$675K +6,877 +3%
UB
3
UMB Bank
Missouri
$17.9M +$59.3K +604 +0.3%
OCG
4
Opus Capital Group
Ohio
$7.58M +$546K +5,562 +7%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.77M +$195K +1,984 +7%
PIFP
6
Partners in Financial Planning
Virginia
$2.39M +$1.38K +14 +0.1%
Jane Street
7
Jane Street
New York
$1.32M +$187K +1,907 +15%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$1.28M -$1.92M -19,577 -58%
KAS
9
Kestra Advisory Services
Texas
$1.04M -$21.3K -217 -2%
Osaic Holdings
10
Osaic Holdings
Arizona
$818K +$285K +2,899 +47%
First Manhattan
11
First Manhattan
New York
$783K -$2.2M -22,422 -72%
PWA
12
Physician Wealth Advisors
Utah
$782K -$105K -1,071 -12%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$496K +$71.1K +724 +15%
CT
14
Coastline Trust
Rhode Island
$422K +$41.2K +420 +10%
RCS
15
Retirement Capital Strategies
California
$413K +$452K +4,608 New
CAN
16
Claraphi Advisory Network
United States
$273K -$80.7K -822 -21%
CSPIA
17
Cary Street Partners Investment Advisory
Virginia
$224K
BSSFA
18
Baron Silver Stevens Financial Advisors
Florida
$213K +$234K +2,387 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$148K +$103K +1,051 +173%
FHA
20
First Horizon Advisors
Tennessee
$119K +$131K +1,331 New
UBS Group
21
UBS Group
Switzerland
$109K +$73K +744 +159%
Bank of America
22
Bank of America
North Carolina
$72K
CAL
23
Capital Advisors Ltd
Ohio
$68K
SJIA
24
St. James Investment Advisors
New York
$41K +$44.3K +451 New
PCFFS
25
Pacific Center for Financial Services
California
$25K

VFMF Hedge Fund Activity: Q2 2022 in Review

32 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Multifactor ETF (VFMF) for Q2 2022, worth a combined $92.8M — down 14% from $108M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new VFMF positions and 4 closed out — a net gain of 2 holders — while 12 added to existing stakes and 6 trimmed.

The largest buyer was Anderson Hoagland & Co, adding an estimated $996K. The largest seller was First Manhattan, cutting an estimated $2.2M.

  • 32 institutional investors held Vanguard US Multifactor ETF (VFMF) as of Q2 2022, up from 30 in Q1 2022.
  • Funds reported $92.8M of Vanguard US Multifactor ETF stock for Q2 2022, down 14% quarter-over-quarter.
  • 6 funds opened new Vanguard US Multifactor ETF positions in Q2 2022 and 4 closed out, a net change of +2 holders.
  • The largest Vanguard US Multifactor ETF buyer in Q2 2022 was Anderson Hoagland & Co, an estimated $996K added.
  • The largest Vanguard US Multifactor ETF seller in Q2 2022 was First Manhattan, an estimated $2.2M sold.

Based on aggregated 13F filings for Q2 2022.