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BTC Capital Management’s Vanguard US Multifactor ETF VFMF Stock Holding History

BTC Capital Management’s Portfolio VFMF Stock Details VFMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-3,200
Closed -$323K – 230
2021
Q2 		$323K Hold
3,200
– – 0.04% 176
2021
Q1 		$310K Hold
3,200
– – 0.03% 188
2020
Q4 		$268K Buy
+3,200
New +$250K 0.03% 202

Other funds holding VFMF

AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
PIFP
Partners in Financial Planning Salem, Virginia $603M AUM 12.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $719M AUM 20.03% 1-Year Est. Return

BTC Capital Management's VFMF Position: Q3 2021 in Review

BTC Capital Management sold out of Vanguard US Multifactor ETF (VFMF) in Q3 2021, closing a stake of 3,200 shares — an estimated $323K sold.

BTC Capital Management first reported a position in VFMF in Q4 2020 and held it in 3 quarters. The position peaked at $323K in Q2 2021. 31 funds tracked by Wall St. Rank hold VFMF as of Q3 2021.

  • BTC Capital Management reported no remaining Vanguard US Multifactor ETF position as of Q3 2021 after selling out during the quarter.
  • BTC Capital Management sold 3,200 Vanguard US Multifactor ETF shares in Q3 2021, an estimated $323K.
  • BTC Capital Management first reported a position in Vanguard US Multifactor ETF in Q4 2020 and held it in 3 quarters.
  • BTC Capital Management's Vanguard US Multifactor ETF position peaked at $323K in Q2 2021.
  • 31 funds tracked by Wall St. Rank held Vanguard US Multifactor ETF as of Q3 2021.

Based on BTC Capital Management's 13F filing for Q3 2021, filed 15 Nov 2021.