We are live on ! Find out more
VFMF icon

Vanguard US Multifactor ETF

53 hedge funds and large institutions have $121M invested in Vanguard US Multifactor ETF in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

25% more capital invested

Capital invested by funds: $97M → $121M (+$24.4M)

18% more funds holding

Funds holding: 4553 (+8)

0.49% less ownership

Funds ownership: 57.61%57.12% (-0.49%)

13% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 16

Holders
53
Holders Change
+8
Holders Change %
+17.78%
% of All Funds
0.77%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
14
Reduced
16
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AHC
1
Anderson Hoagland & Co
Missouri
$35.3M +$5.21M +49,323 +19%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$30.6M +$1.06M +10,003 +4%
OCG
3
Opus Capital Group
Ohio
$11.8M -$106K -1,001 -1%
UB
4
UMB Bank
Missouri
$7.15M +$221K +2,089 +3%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.4M +$473K +4,478 +13%
LPL Financial
6
LPL Financial
California
$4.28M +$3.35M +31,713 +573%
GWM
7
Geneos Wealth Management
Colorado
$3.12M -$306K -2,896 -10%
ACM
8
Absolute Capital Management
Pennsylvania
$2.74M -$110K -1,046 -4%
PIFP
9
Partners in Financial Planning
Virginia
$2.64M -$37.5K -355 -2%
BSSFA
10
Baron Silver Stevens Financial Advisors
Florida
$1.79M +$481K +4,555 +41%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.6M -$91.8K -869 -6%
WCFA
12
Walkner Condon Financial Advisors
Wisconsin
$1.3M +$557K +5,270 +87%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$1.14M -$1.9K -18 -0.2%
CPCP
14
Cedar Point Capital Partners
Iowa
$1.04M +$960K +9,088 New
First Manhattan
15
First Manhattan
New York
$997K
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$957K +$58K +549 +7%
SWM
17
Seed Wealth Management
Illinois
$913K
Stifel Financial
18
Stifel Financial
Missouri
$875K +$805K +7,618 New
OBWG
19
Onyx Bridge Wealth Group
New York
$866K +$129K +1,222 +19%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$805K +$740K +7,007 New
RJFSA
21
Raymond James Financial Services Advisors
Florida
$609K +$560K +5,304 New
Envestnet Portfolio Solutions
22
Envestnet Portfolio Solutions
Illinois
$569K -$20.7K -196 -4%
MML Investors Services
23
MML Investors Services
Massachusetts
$555K +$511K +4,835 New
PWA
24
Physician Wealth Advisors
Utah
$509K -$95.2K -901 -17%
Citadel Advisors
25
Citadel Advisors
Florida
$493K +$453K +4,292 New

VFMF Hedge Fund Activity: Q4 2023 in Review

53 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Multifactor ETF (VFMF) for Q4 2023, worth a combined $121M — up 25% from $97M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new VFMF positions and 2 closed out — a net gain of 8 holders — while 14 added to existing stakes and 16 trimmed.

The largest buyer was Anderson Hoagland & Co, adding an estimated $5.21M. The largest seller was Osaic Holdings, cutting an estimated $794K.

  • 53 institutional investors held Vanguard US Multifactor ETF (VFMF) as of Q4 2023, up from 45 in Q3 2023.
  • Funds reported $121M of Vanguard US Multifactor ETF stock for Q4 2023, up 25% quarter-over-quarter.
  • 10 funds opened new Vanguard US Multifactor ETF positions in Q4 2023 and 2 closed out, a net change of +8 holders.
  • The largest Vanguard US Multifactor ETF buyer in Q4 2023 was Anderson Hoagland & Co, an estimated $5.21M added.
  • The largest Vanguard US Multifactor ETF seller in Q4 2023 was Osaic Holdings, an estimated $794K sold.

Based on aggregated 13F filings for Q4 2023.