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Vanguard US Multifactor ETF

43 hedge funds and large institutions have $105M invested in Vanguard US Multifactor ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

13% more funds holding

Funds holding: 3843 (+5)

3% more capital invested

Capital invested by funds: $102M → $105M (+$3.15M)

0.82% less ownership

Funds ownership: 62.44%61.62% (-0.82%)

Holders
43
Holders Change
+5
Holders Change %
+13.16%
% of All Funds
0.69%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
14
Reduced
11
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AHC
1
Anderson Hoagland & Co
Missouri
$27.2M +$1.34M +13,225 +5%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$27.1M +$218K +2,150 +0.8%
UB
3
UMB Bank
Missouri
$13.6M +$283K +2,790 +2%
OCG
4
Opus Capital Group
Ohio
$9.01M +$510K +5,033 +6%
ACM
5
Absolute Capital Management
Pennsylvania
$4.69M +$2.56M +25,236 +114%
Stifel Financial
6
Stifel Financial
Missouri
$3.79M -$2.19M -21,609 -36%
GWM
7
Geneos Wealth Management
Colorado
$3.11M +$3.19M +31,410 New
PIFP
8
Partners in Financial Planning
Virginia
$2.38M -$22.8K -225 -0.9%
Jane Street
9
Jane Street
New York
$1.5M +$1.07M +10,509 +229%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$1.48M +$33.6K +331 +2%
Citadel Advisors
11
Citadel Advisors
Florida
$1.39M +$1.43M +14,058 New
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$1.24M +$1.27M +12,479 New
First Manhattan
13
First Manhattan
New York
$866K
BSSFA
14
Baron Silver Stevens Financial Advisors
Florida
$810K -$14.8K -146 -2%
SWM
15
Seed Wealth Management
Illinois
$788K -$16.2K -160 -2%
Osaic Holdings
16
Osaic Holdings
Arizona
$755K -$45.5K -449 -6%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$654K +$199K +1,958 +42%
PWA
18
Physician Wealth Advisors
Utah
$626K -$225K -2,215 -26%
LPL Financial
19
LPL Financial
California
$530K -$1.04M -10,214 -66%
IWM
20
IHT Wealth Management
Illinois
$435K +$445K +4,386 New
MML Investors Services
21
MML Investors Services
Massachusetts
$405K +$27.7K +273 +7%
CCP
22
Cassia Capital Partners
North Carolina
$297K +$48.4K +477 +19%
CAN
23
Cetera Advisor Networks
California
$293K +$299K +2,952 New
IFG
24
Independent Financial Group
California
$277K +$284K +2,798 New
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$258K -$213K -2,099 -45%

VFMF Hedge Fund Activity: Q1 2023 in Review

43 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Multifactor ETF (VFMF) for Q1 2023, worth a combined $105M — up 3.1% from $102M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new VFMF positions and 1 closed out — a net gain of 7 holders — while 14 added to existing stakes and 11 trimmed.

The largest buyer was Geneos Wealth Management, opening a new position worth an estimated $3.19M. The largest seller was Stifel Financial, cutting an estimated $2.19M.

  • 43 institutional investors held Vanguard US Multifactor ETF (VFMF) as of Q1 2023, up from 38 in Q4 2022.
  • Funds reported $105M of Vanguard US Multifactor ETF stock for Q1 2023, up 3.1% quarter-over-quarter.
  • 8 funds opened new Vanguard US Multifactor ETF positions in Q1 2023 and 1 closed out, a net change of +7 holders.
  • The largest Vanguard US Multifactor ETF buyer in Q1 2023 was Geneos Wealth Management, an estimated $3.19M added.
  • The largest Vanguard US Multifactor ETF seller in Q1 2023 was Stifel Financial, an estimated $2.19M sold.

Based on aggregated 13F filings for Q1 2023.