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Vanguard US Multifactor ETF

38 hedge funds and large institutions have $102M invested in Vanguard US Multifactor ETF in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

37% more capital invested

Capital invested by funds: $74.4M → $102M (+$27.3M)

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

27% more funds holding

Funds holding: 3038 (+8)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

16.39% less ownership

Funds ownership: 78.83%62.44% (-16%)

Holders
38
Holders Change
+8
Holders Change %
+26.67%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
12
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$26.8M +$1.46M +14,731 +6%
AHC
2
Anderson Hoagland & Co
Missouri
$26.3M +$3.46M +35,016 +16%
UB
3
UMB Bank
Missouri
$13.3M -$952K -9,622 -7%
OCG
4
Opus Capital Group
Ohio
$8.49M +$817K +8,265 +11%
Stifel Financial
5
Stifel Financial
Missouri
$5.92M +$5.92M +59,849 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$3.09M -$37K -374 -1%
PIFP
7
Partners in Financial Planning
Virginia
$2.37M -$15.7K -159 -0.7%
ACM
8
Absolute Capital Management
Pennsylvania
$2.18M +$2.19M +22,100 New
LPL Financial
9
LPL Financial
California
$1.54M +$1.16M +11,761 +310%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$1.45M -$43.8K -443 -3%
SVCP
11
Silicon Valley Capital Partners
California
$1.41M +$1.41M +14,292 New
KAS
12
Kestra Advisory Services
Texas
$1.06M -$97.1K -982 -8%
PWA
13
Physician Wealth Advisors
Utah
$875K -$1.29K -13 -0.2%
First Manhattan
14
First Manhattan
New York
$864K +$759K +7,678 +722%
BSSFA
15
Baron Silver Stevens Financial Advisors
Florida
$822K +$823K +8,322 New
SWM
16
Seed Wealth Management
Illinois
$802K +$802K +8,110 New
Osaic Holdings
17
Osaic Holdings
Arizona
$799K -$17K -172 -2%
CAN
18
Claraphi Advisory Network
United States
$472K +$472K +4,776 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$465K +$465K +4,707 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$460K +$181K +1,831 +65%
Jane Street
21
Jane Street
New York
$454K -$1.38M -13,991 -75%
MML Investors Services
22
MML Investors Services
Massachusetts
$376K +$377K +3,809 New
CCP
23
Cassia Capital Partners
North Carolina
$249K +$8.7K +88 +4%
CSPIA
24
Cary Street Partners Investment Advisory
Virginia
$247K
MWM
25
Modera Wealth Management
New Jersey
$203K +$204K +2,059 New

VFMF Hedge Fund Activity: Q4 2022 in Review

38 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Multifactor ETF (VFMF) for Q4 2022, worth a combined $102M — up 37% from $74.4M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new VFMF positions and 2 closed out — a net gain of 10 holders — while 12 added to existing stakes and 9 trimmed.

The largest buyer was Stifel Financial, opening a new position worth an estimated $5.92M. The largest seller was Jane Street, cutting an estimated $1.38M.

  • 38 institutional investors held Vanguard US Multifactor ETF (VFMF) as of Q4 2022, up from 30 in Q3 2022.
  • Funds reported $102M of Vanguard US Multifactor ETF stock for Q4 2022, up 37% quarter-over-quarter.
  • 12 funds opened new Vanguard US Multifactor ETF positions in Q4 2022 and 2 closed out, a net change of +10 holders.
  • The largest Vanguard US Multifactor ETF buyer in Q4 2022 was Stifel Financial, an estimated $5.92M added.
  • The largest Vanguard US Multifactor ETF seller in Q4 2022 was Jane Street, an estimated $1.38M sold.

Based on aggregated 13F filings for Q4 2022.