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Vanguard US Multifactor ETF

65 hedge funds and large institutions have $147M invested in Vanguard US Multifactor ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 3

23% more funds holding

Funds holding: 5365 (+12)

22% more capital invested

Capital invested by funds: $121M → $147M (+$26.2M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.94% less ownership

Funds ownership: 57.12%56.18% (-0.94%)

15% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 20

Holders
65
Holders Change
+12
Holders Change %
+22.64%
% of All Funds
0.94%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
17
Reduced
20
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AHC
1
Anderson Hoagland & Co
Missouri
$39M +$479K +4,041 +1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$33.2M -$585K -4,934 -2%
OCG
3
Opus Capital Group
Ohio
$12.3M -$703K -5,933 -6%
BHWA
4
Beacon Harbor Wealth Advisors
Virginia
$10.6M +$9.93M +83,789 New
UB
5
UMB Bank
Missouri
$7.8M -$94K -793 -1%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$5.04M +$167K +1,408 +4%
LPL Financial
7
LPL Financial
California
$4.65M -$74.3K -627 -2%
GWM
8
Geneos Wealth Management
Colorado
$3.14M -$285K -2,408 -9%
ACM
9
Absolute Capital Management
Pennsylvania
$3M -$22.6K -191 -0.8%
PIFP
10
Partners in Financial Planning
Virginia
$2.67M -$233K -1,967 -9%
BSSFA
11
Baron Silver Stevens Financial Advisors
Florida
$2.09M +$109K +917 +6%
WCFA
12
Walkner Condon Financial Advisors
Wisconsin
$1.87M +$401K +3,382 +30%
CPG
13
Custom Portfolio Group
Colorado
$1.76M +$1.77M +14,940 New
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.57M -$185K -1,558 -11%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.35M +$278K +2,345 +28%
CPCP
16
Cedar Point Capital Partners
Iowa
$1.23M +$74K +624 +7%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$1.23M -$29.3K -247 -2%
First Manhattan
18
First Manhattan
New York
$1.07M -$30.9K -261 -3%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$1.05M +$351K +2,965 +56%
SWM
20
Seed Wealth Management
Illinois
$1.01M
Stifel Financial
21
Stifel Financial
Missouri
$971K +$4.38K +37 +0.5%
RJA
22
Raymond James & Associates
Florida
$967K +$903K +7,619 New
OBWG
23
Onyx Bridge Wealth Group
New York
$937K +$15.8K +133 +2%
MML Investors Services
24
MML Investors Services
Massachusetts
$655K +$38.5K +325 +7%
Envestnet Portfolio Solutions
25
Envestnet Portfolio Solutions
Illinois
$626K -$3.08K -26 -0.5%

VFMF Hedge Fund Activity: Q1 2024 in Review

65 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Multifactor ETF (VFMF) for Q1 2024, worth a combined $147M — up 22% from $121M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new VFMF positions and 3 closed out — a net gain of 12 holders — while 17 added to existing stakes and 20 trimmed.

The largest buyer was Beacon Harbor Wealth Advisors, opening a new position worth an estimated $9.93M. The largest seller was Opus Capital Group, cutting an estimated $703K.

  • 65 institutional investors held Vanguard US Multifactor ETF (VFMF) as of Q1 2024, up from 53 in Q4 2023.
  • Funds reported $147M of Vanguard US Multifactor ETF stock for Q1 2024, up 22% quarter-over-quarter.
  • 15 funds opened new Vanguard US Multifactor ETF positions in Q1 2024 and 3 closed out, a net change of +12 holders.
  • The largest Vanguard US Multifactor ETF buyer in Q1 2024 was Beacon Harbor Wealth Advisors, an estimated $9.93M added.
  • The largest Vanguard US Multifactor ETF seller in Q1 2024 was Opus Capital Group, an estimated $703K sold.

Based on aggregated 13F filings for Q1 2024.