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Vanguard US Multifactor ETF

45 hedge funds and large institutions have $97M invested in Vanguard US Multifactor ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

2% more funds holding

Funds holding: 4445 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 14

5.03% less ownership

Funds ownership: 62.64%57.61% (-5%)

9% less capital invested

Capital invested by funds: $107M → $97M (-$9.78M)

Holders
45
Holders Change
+1
Holders Change %
+2.27%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
14
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AHC
1
Anderson Hoagland & Co
Missouri
$27.3M -$2.18M -20,561 -7%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$26.5M -$1.78M -16,781 -6%
OCG
3
Opus Capital Group
Ohio
$10.7M +$27.6K +261 +0.3%
UB
4
UMB Bank
Missouri
$6.22M -$6.55M -61,933 -51%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.49M +$64.2K +607 +2%
GWM
6
Geneos Wealth Management
Colorado
$3.1M -$199K -1,883 -6%
ACM
7
Absolute Capital Management
Pennsylvania
$2.57M -$6.56K -62 -0.2%
PIFP
8
Partners in Financial Planning
Virginia
$2.41M -$5.82K -55 -0.2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$1.53M -$89.4K -845 -5%
BSSFA
10
Baron Silver Stevens Financial Advisors
Florida
$1.14M +$4.02K +38 +0.3%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$1.03M +$133K +1,259 +14%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$914K +$936K +8,847 New
First Manhattan
13
First Manhattan
New York
$896K -$6.56K -62 -0.7%
Osaic Holdings
14
Osaic Holdings
Arizona
$830K +$21.7K +205 +3%
SWM
15
Seed Wealth Management
Illinois
$821K
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$804K +$71.7K +678 +10%
Jane Street
17
Jane Street
New York
$716K -$51.7K -489 -7%
OBWG
18
Onyx Bridge Wealth Group
New York
$652K +$130K +1,231 +24%
WCFA
19
Walkner Condon Financial Advisors
Wisconsin
$629K +$241K +2,280 +60%
LPL Financial
20
LPL Financial
California
$571K +$31.7K +300 +6%
PWA
21
Physician Wealth Advisors
Utah
$544K -$71.6K -677 -11%
Envestnet Portfolio Solutions
22
Envestnet Portfolio Solutions
Illinois
$532K +$545K +5,155 New
UBS Group
23
UBS Group
Switzerland
$362K -$71.1K -672 -16%
CAN
24
Cetera Advisor Networks
California
$352K +$26.8K +253 +8%
CCP
25
Cassia Capital Partners
North Carolina
$296K -$23.3K -220 -7%

VFMF Hedge Fund Activity: Q3 2023 in Review

45 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Multifactor ETF (VFMF) for Q3 2023, worth a combined $97M — down 9.2% from $107M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new VFMF positions and 3 closed out — a net gain of 1 holder — while 14 added to existing stakes and 14 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $936K. The largest seller was UMB Bank, cutting an estimated $6.55M.

  • 45 institutional investors held Vanguard US Multifactor ETF (VFMF) as of Q3 2023, up from 44 in Q2 2023.
  • Funds reported $97M of Vanguard US Multifactor ETF stock for Q3 2023, down 9.2% quarter-over-quarter.
  • 4 funds opened new Vanguard US Multifactor ETF positions in Q3 2023 and 3 closed out, a net change of +1 holder.
  • The largest Vanguard US Multifactor ETF buyer in Q3 2023 was Wealth Enhancement Advisory Services, an estimated $936K added.
  • The largest Vanguard US Multifactor ETF seller in Q3 2023 was UMB Bank, an estimated $6.55M sold.

Based on aggregated 13F filings for Q3 2023.