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Vanguard US Multifactor ETF

30 hedge funds and large institutions have $74.4M invested in Vanguard US Multifactor ETF in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 8

6% less funds holding

Funds holding: 3230 (-2)

17.24% less ownership

Funds ownership: 96.06%78.83% (-17%)

20% less capital invested

Capital invested by funds: $92.8M → $74.4M (-$18.4M)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
30
Holders Change
-2
Holders Change %
-6.25%
% of All Funds
0.52%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
8
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$22.5M -$1.69M -17,803 -6%
AHC
2
Anderson Hoagland & Co
Missouri
$19.8M -$8.73M -92,059 -29%
UB
3
UMB Bank
Missouri
$12.6M -$5.29M -55,770 -28%
OCG
4
Opus Capital Group
Ohio
$6.81M -$666K -7,015 -8%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.78M +$73.9K +779 +3%
PIFP
6
Partners in Financial Planning
Virginia
$2.5M +$1.04K +11 +0%
Jane Street
7
Jane Street
New York
$1.63M +$368K +3,877 +26%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$1.32M +$77K +812 +6%
KAS
9
Kestra Advisory Services
Texas
$1.03M +$4.27K +45 +0.4%
PWA
10
Physician Wealth Advisors
Utah
$798K +$47.6K +502 +6%
Osaic Holdings
11
Osaic Holdings
Arizona
$724K -$84.3K -888 -10%
CT
12
Coastline Trust
Rhode Island
$413K
LPL Financial
13
LPL Financial
California
$334K +$361K +3,800 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$247K +$110K +1,161 +70%
CSPIA
15
Cary Street Partners Investment Advisory
Virginia
$219K
CCP
16
Cassia Capital Partners
North Carolina
$213K +$231K +2,431 New
FHA
17
First Horizon Advisors
Tennessee
$116K
First Manhattan
18
First Manhattan
New York
$93K -$729K -7,678 -88%
Bank of America
19
Bank of America
North Carolina
$70K
CAL
20
Capital Advisors Ltd
Ohio
$67K
UBS Group
21
UBS Group
Switzerland
$37K -$75.3K -794 -65%
PCFFS
22
Pacific Center for Financial Services
California
$24K
ME
23
McIlrath & Eck
Washington
$23K
SPIA
24
Steward Partners Investment Advisory
New York
$19K
SJIA
25
St. James Investment Advisors
New York
$18K -$23.8K -251 -56%

VFMF Hedge Fund Activity: Q3 2022 in Review

30 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Multifactor ETF (VFMF) for Q3 2022, worth a combined $74.4M — down 20% from $92.8M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of VFMF and 3 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 8 added.

The largest buyer was Jane Street, adding an estimated $368K. The largest seller was Anderson Hoagland & Co, cutting an estimated $8.73M.

  • 30 institutional investors held Vanguard US Multifactor ETF (VFMF) as of Q3 2022, down from 32 in Q2 2022.
  • Funds reported $74.4M of Vanguard US Multifactor ETF stock for Q3 2022, down 20% quarter-over-quarter.
  • 3 funds opened new Vanguard US Multifactor ETF positions in Q3 2022 and 5 closed out, a net change of -2 holders.
  • The largest Vanguard US Multifactor ETF buyer in Q3 2022 was Jane Street, an estimated $368K added.
  • The largest Vanguard US Multifactor ETF seller in Q3 2022 was Anderson Hoagland & Co, an estimated $8.73M sold.

Based on aggregated 13F filings for Q3 2022.