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Vanguard US Multifactor ETF

66 hedge funds and large institutions have $147M invested in Vanguard US Multifactor ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

35% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 17

12% more funds holding

Funds holding: 5966 (+7)

7% more capital invested

Capital invested by funds: $138M → $147M (+$9.06M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.72% less ownership

Funds ownership: 52.56%49.84% (-2.7%)

Holders
66
Holders Change
+7
Holders Change %
+11.86%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
23
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AHC
1
Anderson Hoagland & Co
Missouri
$40.7M -$71.4K -564 -0.2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$27.5M -$3.27M -25,873 -11%
OCG
3
Opus Capital Group
Ohio
$13.9M +$1.09M +8,601 +9%
PSCM
4
Per Stirling Capital Management
Texas
$10M +$124K +979 +1%
RJA
5
Raymond James & Associates
Florida
$7.89M +$5.08M +40,167 +197%
UB
6
UMB Bank
Missouri
$7.65M -$388K -3,070 -5%
LPL Financial
7
LPL Financial
California
$4.93M +$107K +845 +2%
WCFA
8
Walkner Condon Financial Advisors
Wisconsin
$2.84M +$319K +2,518 +13%
BSSFA
9
Baron Silver Stevens Financial Advisors
Florida
$2.82M +$485K +3,832 +22%
PIFP
10
Partners in Financial Planning
Virginia
$2.75M -$15.2K -120 -0.6%
GWM
11
Geneos Wealth Management
Colorado
$2.09M +$2.4K +19 +0.1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.73M +$141K +1,114 +9%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$1.57M +$5.06K +40 +0.3%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1.34M -$214K -1,694 -14%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.3M -$3.96M -31,332 -76%
CPCP
16
Cedar Point Capital Partners
Iowa
$1.28M +$9.49K +75 +0.8%
OBWG
17
Onyx Bridge Wealth Group
New York
$1.27M +$169K +1,338 +16%
First Manhattan
18
First Manhattan
New York
$1.1M
SWM
19
Seed Wealth Management
Illinois
$1.04M
Stifel Financial
20
Stifel Financial
Missouri
$936K -$18.6K -147 -2%
CAM
21
Clark Asset Management
New Hampshire
$801K +$7.84K +62 +1%
P
22
&Partners
Tennessee
$759K +$737K +5,823 New
UBS Group
23
UBS Group
Switzerland
$745K +$223K +1,761 +45%
NA
24
NewEdge Advisors
Louisiana
$686K +$666K +5,264 New
AQR Capital Management
25
AQR Capital Management
Connecticut
$654K +$635K +5,015 New

VFMF Hedge Fund Activity: Q3 2024 in Review

66 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Multifactor ETF (VFMF) for Q3 2024, worth a combined $147M — up 6.6% from $138M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new VFMF positions and 4 closed out — a net gain of 8 holders — while 23 added to existing stakes and 17 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $5.08M. The largest seller was Commonwealth Equity Services, cutting an estimated $3.96M.

  • 66 institutional investors held Vanguard US Multifactor ETF (VFMF) as of Q3 2024, up from 59 in Q2 2024.
  • Funds reported $147M of Vanguard US Multifactor ETF stock for Q3 2024, up 6.6% quarter-over-quarter.
  • 12 funds opened new Vanguard US Multifactor ETF positions in Q3 2024 and 4 closed out, a net change of +8 holders.
  • The largest Vanguard US Multifactor ETF buyer in Q3 2024 was Raymond James & Associates, an estimated $5.08M added.
  • The largest Vanguard US Multifactor ETF seller in Q3 2024 was Commonwealth Equity Services, an estimated $3.96M sold.

Based on aggregated 13F filings for Q3 2024.