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Vanguard US Multifactor ETF

28 hedge funds and large institutions have $23.7M invested in Vanguard US Multifactor ETF in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 2 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

68% more capital invested

Capital invested by funds: $14.1M → $23.7M (+$9.55M)

13.76% more ownership

Funds ownership: 23.85%37.61% (+14%)

12% more funds holding

Funds holding: 2528 (+3)

75% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 8

Holders
28
Holders Change
+3
Holders Change %
+12%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
2
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AHC
1
Anderson Hoagland & Co
Missouri
$8.44M +$7.89M +100,841 New
First Manhattan
2
First Manhattan
New York
$2.56M
OCG
3
Opus Capital Group
Ohio
$2.29M +$2.14M +27,352 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.29M -$138K -1,761 -6%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$2.19M -$38.4K -491 -2%
Jane Street
6
Jane Street
New York
$1.64M -$1.03M -13,210 -40%
CFA
7
Carroll Financial Associates
North Carolina
$1.44M -$141K -1,800 -9%
PWA
8
Physician Wealth Advisors
Utah
$742K +$6.02K +77 +1%
CT
9
Coastline Trust
Rhode Island
$454K
CAN
10
Cetera Advisor Networks
California
$322K
BCM
11
BTC Capital Management
Iowa
$268K +$250K +3,200 New
CSPIA
12
Cary Street Partners Investment Advisory
Virginia
$209K
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$203K +$190K +2,432 New
UBS Group
14
UBS Group
Switzerland
$180K -$43.6K -557 -21%
BAM
15
Belpointe Asset Management
Nevada
$115K +$107K +1,370 New
Bank of America
16
Bank of America
North Carolina
$77K
CAL
17
Capital Advisors Ltd
Ohio
$64K +$27.5K +351 +86%
Osaic Holdings
18
Osaic Holdings
Arizona
$59K -$8.21K -105 -13%
PCFFS
19
Pacific Center for Financial Services
California
$35K
IA
20
IFP Advisors
Florida
$24K -$78 -1 -0.3%
ME
21
McIlrath & Eck
Washington
$22K
SPIA
22
Steward Partners Investment Advisory
New York
$18K
GEA
23
Glen Eagle Advisors
New Jersey
$8.36K
APA
24
American Portfolios Advisors
New York
$6.11K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$6K +$5.48K +70 New

VFMF Hedge Fund Activity: Q4 2020 in Review

28 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Multifactor ETF (VFMF) for Q4 2020, worth a combined $23.7M — up 68% from $14.1M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new VFMF positions and 4 closed out — a net gain of 3 holders — while 2 added to existing stakes and 8 trimmed.

The largest buyer was Anderson Hoagland & Co, opening a new position worth an estimated $7.89M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.4M sold.

  • 28 institutional investors held Vanguard US Multifactor ETF (VFMF) as of Q4 2020, up from 25 in Q3 2020.
  • Funds reported $23.7M of Vanguard US Multifactor ETF stock for Q4 2020, up 68% quarter-over-quarter.
  • 7 funds opened new Vanguard US Multifactor ETF positions in Q4 2020 and 4 closed out, a net change of +3 holders.
  • The largest Vanguard US Multifactor ETF buyer in Q4 2020 was Anderson Hoagland & Co, an estimated $7.89M added.
  • The largest Vanguard US Multifactor ETF seller in Q4 2020 was Susquehanna International Group, an estimated $1.4M sold.

Based on aggregated 13F filings for Q4 2020.