Vanguard US Multifactor ETFVFMFETF

13F holders, Q1 2024 (March 31)
65holders
$125.61avg. 13F price*

At the end of Q1 2024, 65 institutions reported holding Vanguard US Multifactor ETF (VFMF) in their 13F filings. The largest holders were Anderson Hoagland & Co. ($39.0M), Envestnet Asset Management Inc. ($33.2M) and Opus Capital Group, LLC ($12.3M).

Company
Vanguard US Multifactor ETF
CUSIP
921935607
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 65Q1 2024Q2 2024: 59Q2 2024Q3 2024: 66Q3 2024Q4 2024: 66Q4 2024Q1 2025: 67Q1 2025Q2 2025: 77Q2 2025Q3 2025: 77Q3 2025Q4 2025: 83Q4 2025Q1 2026: 95Q1 2026Q2 2026: 107Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions15$15.7M
Exits2$495K

Ownership 65 holders

Anderson Hoagland & Co. 4.37% Add +1.3% 317,395 $39.0M
Envestnet Asset Management Inc. 0.01% Reduce -1.9% 261,827 $33.2M
Opus Capital Group, LLC 1.80% Reduce -5.8% 96,845 $12.3M
Beacon Harbor Wealth Advisors, Inc. 2.82% New 83,789 $10.6M
UMB Bank, n.a. 0.12% Reduce -1.3% 61,486 $7.8M
Commonwealth Equity Services, LLC 0.01% Add +3.7% 39,697 $5.0M
LPL Financial LLC 0.00% Reduce -1.7% 36,618 $4.6M
Geneos Wealth Management Inc. 0.14% Reduce -8.9% 24,753 $3.1M
Absolute Capital Management, LLC 1.92% Reduce -0.8% 23,656 $3.0M
Partners in Financial Planning 0.59% Reduce -8.6% 21,046 $2.7M
Baron Silver Stevens Financial Advisors, LLC 0.41% Add +5.9% 16,468 $2.1M
Walkner Condon Financial Advisors LLC 0.40% Add +29.8% 14,742 $1.9M
Custom Portfolio Group LLC 1.45% New 14,940 $1.8M
Bank of New York Mellon Corp 0.00% Reduce -11.2% 12,362 $1.6M
Royal Bank of Canada 0.00% Add +28.1% 10,682 $1.4M
Cedar Point Capital Partners, LLC 0.94% Add +6.9% 9,712 $1.2M
Mercer Global Advisors Inc. 0.00% Reduce -2.5% 9,707 $1.2M
First Manhattan Co. Llc. 0.00% Reduce -3.0% 8,418 $1.1M
Raymond James Financial Services Advisors, Inc. 0.00% Add +55.9% 8,269 $1.0M
Seed Wealth Management, Inc. 0.96% No change 7,950 $1.0M
Stifel Financial Corp. 0.00% Add +0.5% 7,655 $971K
Raymond James & Associates 0.00% New 7,619 $967K
Onyx Bridge Wealth Group LLC 0.17% Add +1.8% 7,672 $937K
MML Investors Services, LLC 0.00% Add +6.7% 5,160 $655K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -0.5% 4,933 $626K
Physician Wealth Advisors, Inc. 0.11% Reduce -0.2% 4,373 $524K
UBS Group AG 0.00% Add +6.6% 3,780 $480K
Susquehanna International Group, LLP 0.00% Reduce -47.8% 3,657 $464K
Great Valley Advisor Group, Inc. 0.01% No change 3,612 $458K
Osaic Holdings, Inc. 0.00% Add +572.5% 3,524 $447K
Focus Partners Advisor Solutions, LLC 0.01% New 2,606 $331K
Cassia Capital Partners, LLC 0.21% Add +10.6% 2,520 $320K
Cary Street Partners Investment Advisory LLC 0.01% No change 2,500 $317K
Cedar Brook Financial Partners, LLC 0.06% New 2,367 $300K
Old Mission Capital LLC 0.01% New 2,227 $283K
Cambridge Investment Research Advisors, Inc. 0.00% New 2,144 $272K
Jane Street Group, LLC 0.00% Reduce -4.2% 2,079 $264K
Independent Financial Group, LLC 0.01% Reduce -20.8% 2,025 $257K
Insigneo Advisory Services, LLC 0.03% Reduce -7.9% 2,020 $256K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -33.3% 2,005 $254K
Cherry Tree Wealth Management, LLC 0.06% No change 2,002 $254K
Modera Wealth Management, LLC 0.00% New 1,955 $248K
Cetera Investment Advisers 0.00% New 1,836 $233K
NewEdge Advisors, LLC 0.00% Reduce -24.7% 1,751 $222K
World Investment Advisors 0.03% New 1,716 $218K
Dynamic Advisor Solutions LLC 0.01% New 1,659 $211K
Colonial Trust Advisors 0.02% Add +0.3% 1,621 $206K
First Horizon Advisors, Inc. 0.01% No change 1,331 $169K
Centaurus Financial, Inc. 0.01% New 1,226 $156K
Principal Securities, Inc. 0.00% Add +13.5% 1,058 $134K
Parkside Financial Bank & Trust 0.02% No change 972 $123K
Private Trust Co. NA 0.01% No change 500 $63K
Capital Advisors, Ltd. LLC 0.01% No change 351 $45K
Steward Partners Investment Advisory, LLC 0.00% No change 215 $27K
Comerica Bank 0.00% New 210 $27K
McIlrath & Eck, LLC 0.00% No change 201 $26K
Pacific Center for Financial Services 0.01% No change 194 $25K
IFP Advisors, Inc 0.00% Reduce -19.4% 104 $13K
National Bank of Canada 0.00% Add +200.0% 102 $13K
JNBA Financial Advisors 0.00% New 100 $13K
Glen Eagle Advisors, LLC 0.00% No change 100 $13K
Glass Jacobson Investment Advisors llc 0.00% New 66 $8K
Morgan Stanley 0.00% Reduce -2.0% 50 $6K
Harbour Investments, Inc. 0.00% Add +2.4% 43 $5K
Wells Fargo & Company 0.00% No change 1 $95

"% of holder's portfolio" is VFMF's weight in each manager's 13F, not the share of Vanguard US Multifactor ETF the manager owns.