VFMF · Vanguard U.S. Multifactor ETF

$187.48 +0.77 (+0.41%) At close · Aug 14

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 34

Total Value: $48,949,694

Total Shares: 276,317

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 34 13F filers · Δ vs Mar 31, 2026

Top Holder

23.9%

+4.0 pts

Top 5

68.8%

+19.3 pts

Top 10

84.8%

+15.6 pts

HHI

1,291

Broadly held+548

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -60

Institutional value: -79.6%

Shares held: -82.2%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Large OSAIC HOLDINGS, INC.	+7,897	27,724
Large Mariner, LLC	+5,743	7,870
Mega ROYAL BANK OF CANADA	+4,413	20,972
Mega RAYMOND JAMES FINANCIAL INC	+3,107	58,773
Large Steward Partners Investment Advisory, LLC	+1,380	1,595

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mid UMB Bank, n.a.	−836	66,037
Mega GOLDMAN SACHS GROUP INC	−390	8,835
Large STIFEL FINANCIAL CORP	−308	7,250
Large VANGUARD ADVISERS INC	−23	162
Mega MORGAN STANLEY	−1	124

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mega TWO SIGMA INVESTMENTS, LP	16,900	$2,990,793
Large NewEdge Advisors, LLC	8,976	$1,588,482
Mid THOROUGHBRED FINANCIAL SERVICES, LLC	2,924	$517,460
Small Compass Ion Advisors, LLC	2,837	$502,063
Mid CreativeOne Wealth, LLC	1,743	$308,458

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Small ANDERSON HOAGLAND & CO	307,946	$47,754,725
Mega ENVESTNET ASSET MANAGEMENT INC	165,335	$25,639,325
Micro Systelligence, LLC	107,954	$16,740,966
Micro Opus Capital Group, LLC	106,039	$16,443,997
Mega LPL Financial LLC	81,342	$12,614,110

Filter: New 10 Increased 13 Reduced 5 Sold out 70 Unchanged 6

Showing 34 of 34

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

UMB Bank, n.a.

$11,686,567

23.87%

66,037

RAYMOND JAMES FINANCIAL INC

$10,401,057

21.25%

58,773

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	11,212	$1,984,187	19.1%	Defined
Raymond James Financial Services Advisors, Inc.	47,561	$8,416,870	80.9%	Defined

OSAIC HOLDINGS, INC.

$4,906,314

10.02%

27,724

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	21,648	$3,831,046	78.1%	Defined
OSAIC INSTITUTIONS, INC.	136	$24,067	0.5%	Defined
Osaic Advisory Services, LLC	5,940	$1,051,201	21.4%	Defined

ROYAL BANK OF CANADA

$3,711,414

7.58%

20,972

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	11,007	$1,947,908	52.5%	Defined
RBC Dominion Securities Inc.	9,965	$1,763,506	47.5%	Defined

TWO SIGMA INVESTMENTS, LP

$2,990,793

6.11%

16,900

AQR CAPITAL MANAGEMENT LLC

$1,707,760

3.49%

9,650

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
HALBERT HARGROVE GLOBAL ADVISORS, LLC	8,051	$1,424,785	83.4%	Other
Held directly	1,599	$282,975	16.6%	Defined

NewEdge Advisors, LLC

$1,588,482

3.25%

8,976

GOLDMAN SACHS GROUP INC

$1,563,529

3.19%

8,835

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	8,835	$1,563,529	100.0%	Defined

UBS Group AG

$1,479,469

3.02%

8,360

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	8,260	$1,461,772	98.8%	Defined
UBS Switzerland AG	100	$17,697	1.2%	Defined

FIRST MANHATTAN CO. LLC.

$1,475,752

3.01%

8,339

Mariner, LLC

$1,392,753

2.85%

7,870

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mariner Platform Solutions, LLC	7,870	$1,392,753	100.0%	Other

STIFEL FINANCIAL CORP

$1,283,032

2.62%

7,250

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	7,250	$1,283,032	100.0%	Defined

Foundations Investment Advisors, LLC

$652,842

1.33%

3,689

Sanctuary Advisors, LLC

$539,227

1.10%

3,047

THOROUGHBRED FINANCIAL SERVICES, LLC

$517,460

1.06%

2,924

Compass Ion Advisors, LLC

$502,063

1.03%

2,837

Capital Square, LLC

$464,900

0.95%

2,627

TAGStone Capital, Inc.

$361,372

0.74%

2,042

HARBOUR INVESTMENTS, INC.

$319,607

0.65%

1,806

CreativeOne Wealth, LLC

$308,458

0.63%

1,743

Steward Partners Investment Advisory, LLC

$282,267

0.58%

1,595

World Investment Advisors

$270,056

0.55%

1,526

ACTION POINT FINANCIAL PLANNING, LLC

$104,580

0.21%

591

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

$91,670

0.19%

518

Strategic Wealth Partners, Ltd.

$59,992

0.12%

339

Integrated Wealth Concepts LLC

$49,906

0.10%

JPMORGAN CHASE & CO

$49,905

0.10%

282

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
55I, LLC	282	$49,905	100.0%	Other

WELLS FARGO & COMPANY/MN

$48,488

0.10%

274

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	273	$48,312	99.6%	Defined
WELLS FARGO CLEARING SERVICES, LLC	1	$176	0.4%	Defined

MERCER GLOBAL ADVISORS INC /ADV

$33,270

0.07%

188

VANGUARD ADVISERS INC

$28,669

0.06%

162

MORGAN STANLEY

$21,942

0.04%

124

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	121	$21,412	97.6%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	3	$530	2.4%	Defined

IFG Advisory, LLC

$21,590

0.04%

122

US BANCORP \DE\

$17,873

0.04%

101

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
US BANK NATIONAL ASSOCIATION	101	$17,873	100.0%	Defined

Ankerstar Wealth, LLC

$16,635

0.03%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
G1 EXECUTION SERVICES, LLC	6,677	$1,035,435	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
National Bank Financial Inc.	102	$15,817	100.0%	Defined

Key facts CIK 105563 CUSIP 921935607 13F (30d) 35 filings 35 filers Investor relations