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Vanguard US Multifactor ETF

59 hedge funds and large institutions have $138M invested in Vanguard US Multifactor ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 24 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 14

3.62% less ownership

Funds ownership: 56.18%52.56% (-3.6%)

6% less capital invested

Capital invested by funds: $147M → $138M (-$9.56M)

9% less funds holding

Funds holding: 6559 (-6)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

60% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 10

Holders
59
Holders Change
-6
Holders Change %
-9.23%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
4
Increased
24
Reduced
14
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AHC
1
Anderson Hoagland & Co
Missouri
$37.8M -$690K -5,615 -2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$29M -$3.04M -24,691 -9%
OCG
3
Opus Capital Group
Ohio
$12M +$146K +1,184 +1%
PSCM
4
Per Stirling Capital Management
Texas
$9.27M +$9.31M +75,693 New
UB
5
UMB Bank
Missouri
$7.56M +$31.7K +258 +0.4%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$5.05M +$195K +1,589 +4%
LPL Financial
7
LPL Financial
California
$4.53M +$47.1K +383 +1%
PIFP
8
Partners in Financial Planning
Virginia
$2.6M +$20.9K +170 +0.8%
RJA
9
Raymond James & Associates
Florida
$2.49M +$1.56M +12,720 +167%
WCFA
10
Walkner Condon Financial Advisors
Wisconsin
$2.36M +$555K +4,513 +31%
BSSFA
11
Baron Silver Stevens Financial Advisors
Florida
$2.17M +$159K +1,296 +8%
GWM
12
Geneos Wealth Management
Colorado
$1.96M -$1.08M -8,771 -35%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.49M +$178K +1,449 +14%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.47M -$44.6K -363 -3%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$1.46M +$454K +3,693 +45%
CPG
16
Custom Portfolio Group
Colorado
$1.43M -$303K -2,464 -16%
ACM
17
Absolute Capital Management
Pennsylvania
$1.36M -$1.54M -12,556 -53%
CPCP
18
Cedar Point Capital Partners
Iowa
$1.19M +$2.34K +19 +0.2%
First Manhattan
19
First Manhattan
New York
$1.04M
OBWG
20
Onyx Bridge Wealth Group
New York
$1.03M +$91.2K +742 +10%
SWM
21
Seed Wealth Management
Illinois
$973K
Stifel Financial
22
Stifel Financial
Missouri
$896K -$40.9K -333 -4%
CAM
23
Clark Asset Management
New Hampshire
$745K +$748K +6,082 New
Osaic Holdings
24
Osaic Holdings
Arizona
$625K +$195K +1,582 +45%
PWA
25
Physician Wealth Advisors
Utah
$568K -$1.48K -12 -0.3%

VFMF Hedge Fund Activity: Q2 2024 in Review

59 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Multifactor ETF (VFMF) for Q2 2024, worth a combined $138M — down 6.5% from $147M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of VFMF and 4 opened new positions — a net loss of 6 holders — while 14 trimmed existing stakes and 24 added.

The largest buyer was Per Stirling Capital Management, opening a new position worth an estimated $9.31M. The largest seller was Beacon Harbor Wealth Advisors, exiting entirely with an estimated $10.6M sold.

  • 59 institutional investors held Vanguard US Multifactor ETF (VFMF) as of Q2 2024, down from 65 in Q1 2024.
  • Funds reported $138M of Vanguard US Multifactor ETF stock for Q2 2024, down 6.5% quarter-over-quarter.
  • 4 funds opened new Vanguard US Multifactor ETF positions in Q2 2024 and 10 closed out, a net change of -6 holders.
  • The largest Vanguard US Multifactor ETF buyer in Q2 2024 was Per Stirling Capital Management, an estimated $9.31M added.
  • The largest Vanguard US Multifactor ETF seller in Q2 2024 was Beacon Harbor Wealth Advisors, an estimated $10.6M sold.

Based on aggregated 13F filings for Q2 2024.