VFMF Institutional Ownership
Vanguard U.S. Multifactor ETF
1W: -0.2%
1M: -3.2%
3M: +1.5%
YTD: +19.1%
1Y: +25.4%
3Y: +82.0%
5Y: +92.0%
$180.81
+0.33 (+0.18%)
Weekly Expected Move ±1.3%
$176
$178
$181
$183
$185
Overview
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Holdings
Changes
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Analysis
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Institutional Ownership — VFMF
119
Institutional Holders
+15 vs prior quarter
0.0%
Ownership
+0.00pp
313M
Total Invested
24
New Positions
44
Increased
33
Reduced
10
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (127 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ANDERSON HOAGLAND & CO | 302,472 | $55M | -5,474 | -1.8% | 23Q | SEC ↗ |
| 2 | Systelligence, LLC | 160,678 | $29M | +52,724 | +48.8% | 2Q | SEC ↗ |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 148,790 | $27M | -16,545 | -10.0% | 21Q | SEC ↗ |
| 4 | LPL Financial LLC | 124,650 | $23M | +43,308 | +53.2% | 16Q | SEC ↗ |
| 5 | Opus Capital Group, LLC | 107,138 | $19M | +1,099 | +1.0% | 23Q | SEC ↗ |
| 6 | Cambridge Investment Research Advisors | 86,812 | $16M | +9,614 | +12.5% | 10Q | SEC ↗ |
| 7 | UMB Bank, n.a. | 66,037 | $12M | -836 | -1.3% | 19Q | SEC ↗ |
| 8 | RAYMOND JAMES FINANCIAL INC | 58,773 | $11M | +3,107 | +5.6% | 7Q | SEC ↗ |
| 9 | Storen Legacy Partners, LLC | 57,126 | $10M | -1,579 | -2.7% | 3Q | SEC ↗ |
| 10 | Rooted Wealth Advisors, Inc. | 54,569 | $10M | +7,614 | +16.2% | 3Q | SEC ↗ |
| 11 | Geneos Wealth Management Inc. | 44,273 | $8M | +516 | +1.2% | 14Q | SEC ↗ |
| 12 | BARON SILVER STEVENS FINANCIAL ADVISOR | 43,048 | $8M | +3,118 | +7.8% | 15Q | SEC ↗ |
| 13 | ADVISORTRUST PARTNERS, LLC | 34,070 | $6M | +30,955 | +993.7% | 2Q | SEC ↗ |
| 14 | OSAIC HOLDINGS, INC. | 27,724 | $5M | +7,897 | +39.8% | 26Q | SEC ↗ |
| 15 | ROYAL BANK OF CANADA | 20,972 | $4M | +4,413 | +26.7% | 20Q | SEC ↗ |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | 20,611 | $4M | +3,958 | +23.8% | 33Q | SEC ↗ |
| 17 | BARNES PETTEY FINANCIAL ADVISORS, LLC | 20,336 | $4M | +5,359 | +35.8% | 7Q | SEC ↗ |
| 18 | Partners in Financial Planning | 19,325 | $3M | -7 | -0.0% | 21Q | SEC ↗ |
| 19 | TFB Advisors LLC | 19,206 | $3M | +1,465 | +8.3% | 8Q | SEC ↗ |
| 20 | TWO SIGMA INVESTMENTS, LP NEW | 16,900 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 21 | Cedar Point Capital Partners, LLC | 15,926 | $3M | +431 | +2.8% | 11Q | SEC ↗ |
| 22 | Walkner Condon Financial Advisors LLC | 15,363 | $3M | -573 | -3.6% | 13Q | SEC ↗ |
| 23 | MGO ONE SEVEN LLC | 15,169 | $3M | +599 | +4.1% | 2Q | SEC ↗ |
| 24 | VICTORY FINANCIAL GROUP, LLC | 15,156 | $3M | -197 | -1.3% | 7Q | SEC ↗ |
| 25 | RESOLUTE WEALTH ADVISOR, INC. | 14,185 | $3M | — | +0.0% | 2Q | SEC ↗ |
| 26 | Equitable Holdings, Inc. NEW | 12,889 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 27 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 12,619 | $2M | -939 | -6.9% | 7Q | SEC ↗ |
| 28 | Onyx Bridge Wealth Group LLC | 12,461 | $2M | +116 | +0.9% | 13Q | SEC ↗ |
| 29 | CALTON & ASSOCIATES, INC. | 11,419 | $2M | +4,149 | +57.1% | 4Q | SEC ↗ |
| 30 | Apollon Wealth Management, LLC | 9,743 | $2M | +1,650 | +20.4% | 5Q | SEC ↗ |
| 31 | AQR CAPITAL MANAGEMENT LLC | 9,650 | $2M | +355 | +3.8% | 8Q | SEC ↗ |
| 32 | GREAT VALLEY ADVISOR GROUP, INC. | 9,447 | $2M | -1,640 | -14.8% | 11Q | SEC ↗ |
| 33 | PERRYMAN FINANCIAL ADVISORY INC /AD | 9,442 | $2M | +297 | +3.2% | 3Q | SEC ↗ |
| 34 | NewEdge Advisors, LLC | 8,976 | $2M | -239 | -2.6% | 8Q | SEC ↗ |
| 35 | GOLDMAN SACHS GROUP INC | 8,835 | $2M | -390 | -4.2% | 2Q | SEC ↗ |
| 36 | UBS Group AG | 8,360 | $2M | +1,282 | +18.1% | 19Q | SEC ↗ |
| 37 | FIRST MANHATTAN CO. LLC. | 8,339 | $2M | — | +0.0% | 15Q | SEC ↗ |
| 38 | RHS Financial, LLC | 7,967 | $1M | +1,620 | +25.5% | 5Q | SEC ↗ |
| 39 | Mariner, LLC | 7,870 | $1M | +5,743 | +270.0% | 2Q | SEC ↗ |
| 40 | SIGNATURE ESTATE & INVESTMENT ADVISORS | 7,849 | $1M | +1,710 | +27.9% | 9Q | SEC ↗ |
| 41 | Centric Wealth Management NEW | 7,610 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 42 | STIFEL FINANCIAL CORP | 7,250 | $1M | -308 | -4.1% | 11Q | SEC ↗ |
| 43 | Seed Wealth Management, Inc. | 6,650 | $1M | — | +0.0% | 15Q | SEC ↗ |
| 44 | Clark Asset Management, LLC | 6,350 | $1M | +6 | +0.1% | 9Q | SEC ↗ |
| 45 | Focus Partners Advisor Solutions, LLC | 6,143 | $1M | -1,390 | -18.5% | 10Q | SEC ↗ |
| 46 | MML INVESTORS SERVICES, LLC | 4,794 | $867K | +79 | +1.7% | 3Q | SEC ↗ |
| 47 | Foundations Investment Advisors, LLC | 3,689 | $667K | +1,280 | +53.1% | 5Q | SEC ↗ |
| 48 | Physician Wealth Advisors, Inc. | 3,659 | $662K | -150 | -3.9% | 28Q | SEC ↗ |
| 49 | J.W. COLE ADVISORS, INC. NEW | 3,071 | $555K | — | +0.0% | 1Q | SEC ↗ |
| 50 | Sanctuary Advisors, LLC | 3,047 | $551K | +22 | +0.7% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| TWO SIGMA INVESTMENTS, LP | 16,900 | $3M |
| Equitable Holdings, Inc. | 12,889 | $2M |
| Centric Wealth Management | 7,610 | $1M |
| J.W. COLE ADVISORS, INC. | 3,071 | $555K |
| THOROUGHBRED FINANCIAL SERVICES, LL | 2,924 | $529K |
| Compass Ion Advisors, LLC | 2,837 | $513K |
| Greenline Wealth Management LLC | 2,085 | $377K |
| PARSONS CAPITAL MANAGEMENT INC/RI | 1,932 | $349K |
| WEDBUSH SECURITIES INC | 1,860 | $336K |
| CreativeOne Wealth, LLC | 1,743 | $315K |
| PRINCIPAL SECURITIES, INC. | 1,631 | $295K |
| Chicago Partners Investment Group L | 1,297 | $235K |
| Concurrent Investment Advisors, LLC | 1,242 | $225K |
| May Hill Capital, LLC | 1,207 | $218K |
| FIDUCIARY FINANCIAL ADVISORS | 591 | $107K |
| Capital Analysts, LLC | 501 | $91K |
| BlackRock, Inc. | 427 | $77K |
| PNC Financial Services Group, Inc. | 330 | $60K |
| MERCER GLOBAL ADVISORS INC /ADV | 188 | $34K |
| IFG Advisory, LLC | 122 | $22K |
Sold Out (17)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Baer Investment Advisory LLC | 15,353 | $3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 6,677 | $1M |
| BridgePort Financial Solutions, LLC | 4,215 | $762K |
| JANE STREET GROUP, LLC | 2,747 | $497K |
| Benson Investment Management Compan | 2,729 | $493K |
| Meridian Wealth Management, LLC | 2,574 | $465K |
| COWA, LLC | 2,050 | $371K |
| TITLEIST ASSET MANAGEMENT, LLC | 1,812 | $328K |
| Envestnet Portfolio Solutions, Inc. | 1,614 | $292K |
| MONETA GROUP INVESTMENT ADVISORS LL | 1,344 | $243K |
| MBM WEALTH CONSULTANTS, LLC | 346 | $63K |
| BANK OF AMERICA CORP /DE | 150 | $27K |
| Abound Wealth Management | 141 | $25K |
| NATIONAL BANK OF CANADA /FI | 102 | $18K |
| Glen Eagle Advisors, LLC | 100 | $18K |
| Rockefeller Capital Management L.P. | 21 | $4K |
| Basepoint Wealth LLC | 2 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Systelligence, LLC | +52,724 | +48.8% | 160,678 |
| LPL Financial LLC | +43,308 | +53.2% | 124,650 |
| ADVISORTRUST PARTNERS, LLC | +30,955 | +993.7% | 34,070 |
| Cambridge Investment Research Advis | +9,614 | +12.5% | 86,812 |
| OSAIC HOLDINGS, INC. | +7,897 | +39.8% | 27,724 |
| Rooted Wealth Advisors, Inc. | +7,614 | +16.2% | 54,569 |
| Mariner, LLC | +5,743 | +270.0% | 7,870 |
| BARNES PETTEY FINANCIAL ADVISORS, L | +5,359 | +35.8% | 20,336 |
| ROYAL BANK OF CANADA | +4,413 | +26.7% | 20,972 |
| CALTON & ASSOCIATES, INC. | +4,149 | +57.1% | 11,419 |
| COMMONWEALTH EQUITY SERVICES, LLC | +3,958 | +23.8% | 20,611 |
| BARON SILVER STEVENS FINANCIAL ADVI | +3,118 | +7.8% | 43,048 |
| RAYMOND JAMES FINANCIAL INC | +3,107 | +5.6% | 58,773 |
| SIGNATURE ESTATE & INVESTMENT ADVIS | +1,710 | +27.9% | 7,849 |
| Apollon Wealth Management, LLC | +1,650 | +20.4% | 9,743 |
| RHS Financial, LLC | +1,620 | +25.5% | 7,967 |
| TFB Advisors LLC | +1,465 | +8.3% | 19,206 |
| Steward Partners Investment Advisor | +1,380 | +641.9% | 1,595 |
| UBS Group AG | +1,282 | +18.1% | 8,360 |
| Foundations Investment Advisors, LL | +1,280 | +53.1% | 3,689 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | -16,545 | -10.0% | 148,790 |
| ANDERSON HOAGLAND & CO | -5,474 | -1.8% | 302,472 |
| GREAT VALLEY ADVISOR GROUP, INC. | -1,640 | -14.8% | 9,447 |
| Storen Legacy Partners, LLC | -1,579 | -2.7% | 57,126 |
| Focus Partners Advisor Solutions, L | -1,390 | -18.5% | 6,143 |
| CENTAURUS FINANCIAL, INC. | -969 | -46.3% | 1,124 |
| HALBERT HARGROVE GLOBAL ADVISORS, L | -939 | -6.9% | 12,619 |
| UMB Bank, n.a. | -836 | -1.3% | 66,037 |
| First Citizens Financial Corp | -593 | -26.6% | 1,634 |
| Walkner Condon Financial Advisors L | -573 | -3.6% | 15,363 |
| GOLDMAN SACHS GROUP INC | -390 | -4.2% | 8,835 |
| STIFEL FINANCIAL CORP | -308 | -4.1% | 7,250 |
| NewEdge Advisors, LLC | -239 | -2.6% | 8,976 |
| VICTORY FINANCIAL GROUP, LLC | -197 | -1.3% | 15,156 |
| McIlrath & Eck, LLC | -151 | -75.1% | 50 |
| Physician Wealth Advisors, Inc. | -150 | -3.9% | 3,659 |
| Kestra Advisory Services, LLC | -130 | -5.6% | 2,181 |
| Cherry Tree Wealth Management, LLC | -80 | -4.5% | 1,679 |
| Parkside Financial Bank & Trust | -64 | -5.0% | 1,208 |
| Glass Jacobson Investment Advisors | -25 | -11.7% | 188 |