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Vanguard US Multifactor ETF

66 hedge funds and large institutions have $164M invested in Vanguard US Multifactor ETF in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 12

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

11% more capital invested

Capital invested by funds: $147M → $164M (+$16.5M)

1.08% more ownership

Funds ownership: 49.84%50.91% (+1.1%)

0% more funds holding

Funds holding: 6666 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
66
Holders Change
Holders Change %
0%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
25
Reduced
12
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AHC
1
Anderson Hoagland & Co
Missouri
$41.1M -$811K -6,037 -2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$26.1M -$1.56M -11,597 -5%
OCG
3
Opus Capital Group
Ohio
$13.8M -$101K -752 -0.7%
PSCM
4
Per Stirling Capital Management
Texas
$10.4M +$359K +2,673 +3%
Raymond James Financial
5
Raymond James Financial
Florida
$9.54M +$9.81M +73,038 New
LPL Financial
6
LPL Financial
California
$8.94M +$4.12M +30,645 +81%
UB
7
UMB Bank
Missouri
$7.64M -$19.3K -144 -0.2%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$7.41M +$7.15M +53,257 +1,522%
VFG
9
Victory Financial Group
Texas
$3.34M +$3.44M +25,612 New
BSSFA
10
Baron Silver Stevens Financial Advisors
Florida
$3.13M +$321K +2,388 +11%
WCFA
11
Walkner Condon Financial Advisors
Wisconsin
$2.82M -$20.1K -150 -0.7%
PIFP
12
Partners in Financial Planning
Virginia
$2.73M -$25.9K -193 -0.9%
TW
13
Transform Wealth
Colorado
$1.94M +$2M +14,861 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.78M +$52.3K +389 +3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.64M +$70.7K +526 +4%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.45M +$152K +1,132 +11%
GWM
17
Geneos Wealth Management
Colorado
$1.36M -$754K -5,614 -35%
OBWG
18
Onyx Bridge Wealth Group
New York
$1.35M +$82.7K +616 +6%
CPCP
19
Cedar Point Capital Partners
Iowa
$1.29M +$9.94K +74 +0.8%
P
20
&Partners
Tennessee
$1.26M +$483K +3,596 +62%
GVAG
21
Great Valley Advisor Group
Delaware
$1.14M +$690K +5,137 +142%
First Manhattan
22
First Manhattan
New York
$1.1M
SWM
23
Seed Wealth Management
Illinois
$1.04M
UBS Group
24
UBS Group
Switzerland
$969K +$229K +1,707 +30%
Stifel Financial
25
Stifel Financial
Missouri
$888K -$50.5K -376 -5%

VFMF Hedge Fund Activity: Q4 2024 in Review

66 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Multifactor ETF (VFMF) for Q4 2024, worth a combined $164M — up 11% from $147M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new VFMF positions and 9 closed out — a net gain of 3 holders — while 25 added to existing stakes and 12 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $7.15M. The largest seller was Envestnet Asset Management, cutting an estimated $1.56M.

  • 66 institutional investors held Vanguard US Multifactor ETF (VFMF) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $164M of Vanguard US Multifactor ETF stock for Q4 2024, up 11% quarter-over-quarter.
  • 12 funds opened new Vanguard US Multifactor ETF positions in Q4 2024 and 9 closed out, a net change of +3 holders.
  • The largest Vanguard US Multifactor ETF buyer in Q4 2024 was Cambridge Investment Research Advisors, an estimated $7.15M added.
  • The largest Vanguard US Multifactor ETF seller in Q4 2024 was Envestnet Asset Management, an estimated $1.56M sold.

Based on aggregated 13F filings for Q4 2024.