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Vanguard US Multifactor ETF
VFMF

44 hedge funds and large institutions have $107M invested in Vanguard US Multifactor ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 9

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

2% more funds holding

Funds holding: 43 → 44 (+1)

1.02% more ownership

Funds ownership: 61.62% → 62.64% (+1%)

2% more capital invested

Capital invested by funds: $105M → $107M (+$1.88M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
44
Holders Change
+1
Holders Change %
+2.33%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
6
Increased
17
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OCG
Opus Capital Group
Ohio
+$1.24M
2
AHC
Anderson Hoagland & Co
Missouri
+$1.05M
3
OBWG
Onyx Bridge Wealth Group
New York
+$502K
4
WCFA
Walkner Condon Financial Advisors
Wisconsin
+$376K
5
BSSFA
Baron Silver Stevens Financial Advisors
Florida
+$275K

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$3.79M
2
ACM
Absolute Capital Management
Pennsylvania
-$2.21M
3
UB
UMB Bank
Missouri
-$1.46M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.39M
5
Jane Street
Jane Street
New York
-$758K
Name Holding Trade Value Shares
Change 		Change in
Stake
AHC
1
Anderson Hoagland & Co
Missouri
$29.6M +$1.05M +10,596 +4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$28.4M +$53K +537 +0.2%
UB
3
UMB Bank
Missouri
$12.7M -$1.46M -14,837 -11%
OCG
4
Opus Capital Group
Ohio
$10.8M +$1.24M +12,603 +14%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.45M +$75.4K +764 +2%
GWM
6
Geneos Wealth Management
Colorado
$3.32M +$52.3K +530 +2%
ACM
7
Absolute Capital Management
Pennsylvania
$2.59M -$2.21M -22,381 -47%
PIFP
8
Partners in Financial Planning
Virginia
$2.43M -$61.4K -622 -3%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$1.62M +$64.3K +651 +4%
BSSFA
10
Baron Silver Stevens Financial Advisors
Florida
$1.14M +$275K +2,782 +34%
First Manhattan
11
First Manhattan
New York
$908K – – –
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$905K -$372K -3,766 -30%
SWM
13
Seed Wealth Management
Illinois
$826K – – –
Osaic Holdings
14
Osaic Holdings
Arizona
$814K +$20.8K +211 +3%
Jane Street
15
Jane Street
New York
$771K -$758K -7,680 -51%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$739K +$49.6K +503 +8%
PWA
17
Physician Wealth Advisors
Utah
$622K -$33K -334 -5%
LPL Financial
18
LPL Financial
California
$544K -$11.4K -115 -2%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$539K +$254K +2,576 +99%
OBWG
20
Onyx Bridge Wealth Group
New York
$528K +$502K +5,086 New
MML Investors Services
21
MML Investors Services
Massachusetts
$477K +$49.9K +506 +12%
UBS Group
22
UBS Group
Switzerland
$434K +$176K +1,784 +74%
WCFA
23
Walkner Condon Financial Advisors
Wisconsin
$396K +$376K +3,810 New
CAN
24
Cetera Advisor Networks
California
$328K +$19.8K +201 +7%
CCP
25
Cassia Capital Partners
North Carolina
$321K +$9.18K +93 +3%
1
2

VFMF Hedge Fund Activity: Q2 2023 in Review

44 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Multifactor ETF (VFMF) for Q2 2023, worth a combined $107M — up 1.8% from $105M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new VFMF positions and 5 closed out — a net gain of 1 holder — while 17 added to existing stakes and 9 trimmed.

The largest buyer was Opus Capital Group, adding an estimated $1.24M. The largest seller was Stifel Financial, exiting entirely with an estimated $3.79M sold.

  • 44 institutional investors held Vanguard US Multifactor ETF (VFMF) as of Q2 2023, up from 43 in Q1 2023.
  • Funds reported $107M of Vanguard US Multifactor ETF stock for Q2 2023, up 1.8% quarter-over-quarter.
  • 6 funds opened new Vanguard US Multifactor ETF positions in Q2 2023 and 5 closed out, a net change of +1 holder.
  • The largest Vanguard US Multifactor ETF buyer in Q2 2023 was Opus Capital Group, an estimated $1.24M added.
  • The largest Vanguard US Multifactor ETF seller in Q2 2023 was Stifel Financial, an estimated $3.79M sold.

Based on aggregated 13F filings for Q2 2023.