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Vanguard US Multifactor ETF

29 hedge funds and large institutions have $40.4M invested in Vanguard US Multifactor ETF in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 3

22% more capital invested

Capital invested by funds: $33.2M → $40.4M (+$7.18M)

2.68% more ownership

Funds ownership: 41.32%44% (+2.7%)

0% more funds holding

Funds holding: 2929 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

Holders
29
Holders Change
Holders Change %
0%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AHC
1
Anderson Hoagland & Co
Missouri
$17.1M +$3.16M +31,414 +23%
OCG
2
Opus Capital Group
Ohio
$6.34M +$37K +368 +0.6%
First Manhattan
3
First Manhattan
New York
$3.1M
Bank of New York Mellon
4
Bank of New York Mellon
New York
$2.81M +$363K +3,612 +15%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.71M +$195K +1,944 +8%
PIFP
6
Partners in Financial Planning
Virginia
$2.64M +$2.62M +26,120 New
Jane Street
7
Jane Street
New York
$1.45M -$8.94K -89 -0.6%
CFA
8
Carroll Financial Associates
North Carolina
$960K +$39.2K +390 +4%
PWA
9
Physician Wealth Advisors
Utah
$774K +$17.6K +175 +2%
CT
10
Coastline Trust
Rhode Island
$347K -$26.1K -260 -7%
BCM
11
BTC Capital Management
Iowa
$323K
CAN
12
Claraphi Advisory Network
United States
$293K +$292K +2,906 New
CAN
13
Cetera Advisor Networks
California
$283K
CSPIA
14
Cary Street Partners Investment Advisory
Virginia
$252K
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$213K +$1.21K +12 +0.6%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$205K +$204K +2,032 New
UBS Group
17
UBS Group
Switzerland
$156K +$34K +338 +28%
Bank of America
18
Bank of America
North Carolina
$78K -$15.6K -155 -17%
CAL
19
Capital Advisors Ltd
Ohio
$77K
Osaic Holdings
20
Osaic Holdings
Arizona
$75K +$11.4K +113 +18%
Wells Fargo
21
Wells Fargo
California
$69K
PCFFS
22
Pacific Center for Financial Services
California
$43K
ME
23
McIlrath & Eck
Washington
$26K
IA
24
IFP Advisors
Florida
$26K +$100 +1 +0.4%
HI
25
Harbour Investments
Wisconsin
$22K

VFMF Hedge Fund Activity: Q2 2021 in Review

29 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Multifactor ETF (VFMF) for Q2 2021, worth a combined $40.4M — up 22% from $33.2M a quarter earlier.

Fund positioning in VFMF was balanced in Q2 2021: 4 funds opened new positions, 4 closed out, 10 added to existing stakes and 3 trimmed.

The largest buyer was Anderson Hoagland & Co, adding an estimated $3.16M. The largest seller was Vanguard Group, exiting entirely with an estimated $984K sold.

  • 29 institutional investors held Vanguard US Multifactor ETF (VFMF) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $40.4M of Vanguard US Multifactor ETF stock for Q2 2021, up 22% quarter-over-quarter.
  • 4 funds opened new Vanguard US Multifactor ETF positions in Q2 2021 and 4 closed out, a net change of 0 holders.
  • The largest Vanguard US Multifactor ETF buyer in Q2 2021 was Anderson Hoagland & Co, an estimated $3.16M added.
  • The largest Vanguard US Multifactor ETF seller in Q2 2021 was Vanguard Group, an estimated $984K sold.

Based on aggregated 13F filings for Q2 2021.