Vanguard US Multifactor ETFVFMFETF

13F holders, Q4 2024 (December 31)
66holders
9new positions
9sold out
1famous investor
$131.64avg. 13F price*

At the end of Q4 2024, 66 institutions reported holding Vanguard US Multifactor ETF (VFMF) in their 13F filings, unchanged from Q3 2024. 9 opened new positions and 9 sold out. The largest holders were Anderson Hoagland & Co. ($41.1M), Envestnet Asset Management Inc. ($26.1M) and Opus Capital Group, LLC ($13.8M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions9$3.1M
Exits9$2.5M

All 13F filers, Q3 2024 → Q4 2024: 131,289 shares bought and 45,657 shares sold, net +85,632 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 66 holders

Anderson Hoagland & Co. 4.23% Reduce -1.9% 305,179 $41.1M
Envestnet Asset Management Inc. 0.01% Reduce -5.5% 199,666 $26.1M
Opus Capital Group, LLC 1.76% Reduce -0.7% 105,878 $13.8M
Per Stirling Capital Management, LLC. 1.47% Add +3.5% 79,345 $10.4M
Raymond James Financial Inc. 0.00% — 73,038 $9.5M
LPL Financial LLC 0.00% Add +81.0% 68,491 $8.9M
UMB Bank, n.a. 0.12% Reduce -0.3% 58,530 $7.6M
Cambridge Investment Research Advisors, Inc. 0.02% Add +1522.1% 56,756 $7.4M
Victory Financial Group, LLC 0.88% — 25,612 $3.3M
Baron Silver Stevens Financial Advisors, LLC 0.53% Add +11.1% 23,984 $3.1M
Walkner Condon Financial Advisors LLC 0.57% Reduce -0.7% 21,623 $2.8M
Partners in Financial Planning 0.56% Reduce -0.9% 20,903 $2.7M
Transform Wealth, LLC 0.11% New 14,861 $1.9M
Royal Bank of Canada 0.00% Add +2.9% 13,634 $1.8M
Bank of New York Mellon Corp 0.00% Add +4.4% 12,565 $1.6M
Commonwealth Equity Services, LLC 0.00% Add +11.4% 11,086 $1.4M
Geneos Wealth Management Inc. 0.05% Reduce -35.1% 10,387 $1.4M
Onyx Bridge Wealth Group LLC 0.19% Add +6.3% 10,368 $1.4M
Cedar Point Capital Partners, LLC 0.87% Add +0.8% 9,880 $1.3M
&partners 0.02% Add +61.8% 9,419 $1.3M
Great Valley Advisor Group, Inc. 0.03% Add +142.2% 8,749 $1.1M
First Manhattan Co. Llc. 0.00% No change 8,418 $1.1M
Seed Wealth Management, Inc. 0.84% No change 7,950 $1.0M
UBS Group AG 0.00% Add +29.9% 7,420 $969K
Stifel Financial Corp. 0.00% Reduce -5.2% 6,799 $888K
NewEdge Advisors, LLC 0.01% Add +22.2% 6,431 $840K
Clark Asset Management, LLC 0.15% Add +0.1% 6,150 $803K
TFB Advisors LLC 0.20% Add +65.7% 5,398 $705K
AQR Capital Management 0.00% No change 5,015 $655K
Signature Estate & Investment Advisors LLC 0.01% Add +10.5% 4,487 $586K
Physician Wealth Advisors, Inc. 0.09% Reduce -3.8% 4,098 $535K
Envestnet Portfolio Solutions, Inc. 0.00% Add +3.8% 3,594 $469K
Osaic Holdings, Inc. 0.00% Add +5.9% 2,989 $390K
Barnes Pettey Financial Advisors, LLC 0.27% New 2,739 $358K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -39.1% 2,523 $330K
Cary Street Partners Financial LLC 0.01% — 2,500 $326K
Cassia Capital Partners, LLC 0.19% Reduce -6.0% 2,256 $295K
Cherry Tree Wealth Management, LLC 0.07% Reduce -0.4% 2,083 $272K
Kestra Private Wealth Services, LLC 0.00% New 1,973 $258K
Modera Wealth Management, LLC 0.00% No change 1,965 $257K
World Investment Advisors 0.01% Add +9.1% 1,924 $251K
Centaurus Financial, Inc. 0.02% Add +19.9% 1,920 $251K
Mercer Global Advisors Inc. 0.00% New 1,917 $250K
Independent Financial Group, LLC 0.01% No change 1,804 $236K
Brookstone Capital Management 0.00% New 1,659 $217K
Parkside Financial Bank & Trust 0.02% Add +35.9% 1,321 $172K
First Horizon Advisors, Inc. 0.00% No change 1,088 $142K
LRI Investments, LLC 0.01% Add +3.4% 1,005 $131K
Principal Securities, Inc. 0.00% No change 985 $129K
TFC Financial Management, Inc. 0.02% No change 979 $128K
Morgan Stanley 0.00% Add +913.7% 517 $68K
Private Trust Co. NA 0.01% No change 500 $65K
Tidemark, LLC 0.01% New 275 $36K
Steward Partners Investment Advisory, LLC 0.00% No change 215 $28K
Glass Jacobson Investment Advisors llc 0.01% Add +0.5% 208 $27K
McIlrath & Eck, LLC 0.00% No change 201 $26K
Global Retirement Partners, LLC 0.00% New 201 $26K
Pacific Center for Financial Services 0.01% No change 194 $25K
JNBA Financial Advisors 0.00% No change 154 $20K
IFP Advisors, Inc 0.00% Add +1.8% 112 $15K
National Bank of Canada 0.00% No change 102 $13K
Glen Eagle Advisors, LLC 0.00% No change 100 $13K
Bank of America Corp. 0.00% New 100 $13K
Halbert Hargrove Global Advisors, LLC 0.00% New 56 $7K
Harbour Investments, Inc. 0.00% No change 43 $6K
Wells Fargo & Company 0.00% No change 1 $72

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