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Vanguard US Multifactor ETF

31 hedge funds and large institutions have $52.6M invested in Vanguard US Multifactor ETF in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 5

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

30% more capital invested

Capital invested by funds: $40.4M → $52.6M (+$12.2M)

7.26% more ownership

Funds ownership: 44%51.26% (+7.3%)

7% more funds holding

Funds holding: 2931 (+2)

Holders
31
Holders Change
+2
Holders Change %
+6.9%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
13
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AHC
1
Anderson Hoagland & Co
Missouri
$19.4M +$2.56M +25,396 +15%
OCG
2
Opus Capital Group
Ohio
$6.44M +$191K +1,895 +3%
CFA
3
Carroll Financial Associates
North Carolina
$5.63M +$4.73M +46,984 +494%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.5M +$4.35M +43,197 +2,126%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$3.2M +$438K +4,353 +16%
First Manhattan
6
First Manhattan
New York
$3.05M
PIFP
7
Partners in Financial Planning
Virginia
$2.58M -$22.5K -223 -0.9%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.5M -$178K -1,763 -7%
Jane Street
9
Jane Street
New York
$1.22M -$203K -2,016 -14%
PWA
10
Physician Wealth Advisors
Utah
$822K +$8.96K +89 +1%
CAN
11
Cetera Advisor Networks
California
$668K +$393K +3,903 +139%
CAN
12
Claraphi Advisory Network
United States
$364K +$75.6K +751 +26%
MML Investors Services
13
MML Investors Services
Massachusetts
$350K +$353K +3,511 New
CT
14
Coastline Trust
Rhode Island
$344K +$1.01K +10 +0.3%
FTUS
15
Flow Traders U.S.
New York
$319K +$322K +3,200 New
CSPIA
16
Cary Street Partners Investment Advisory
Virginia
$249K
KAS
17
Kestra Advisory Services
Texas
$226K +$228K +2,266 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$210K +$201 +2 +0.1%
Osaic Holdings
19
Osaic Holdings
Arizona
$145K +$70.6K +701 +94%
Bank of America
20
Bank of America
North Carolina
$79K +$2.01K +20 +3%
CAL
21
Capital Advisors Ltd
Ohio
$76K
GWM
22
Geneos Wealth Management
Colorado
$70K +$70K +695 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$29K +$29.6K +294 New
PCFFS
24
Pacific Center for Financial Services
California
$28K -$14.5K -144 -34%
ME
25
McIlrath & Eck
Washington
$26K

VFMF Hedge Fund Activity: Q3 2021 in Review

31 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Multifactor ETF (VFMF) for Q3 2021, worth a combined $52.6M — up 30% from $40.4M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new VFMF positions and 2 closed out — a net gain of 3 holders — while 13 added to existing stakes and 5 trimmed.

The largest buyer was Carroll Financial Associates, adding an estimated $4.73M. The largest seller was BTC Capital Management, exiting entirely with an estimated $323K sold.

  • 31 institutional investors held Vanguard US Multifactor ETF (VFMF) as of Q3 2021, up from 29 in Q2 2021.
  • Funds reported $52.6M of Vanguard US Multifactor ETF stock for Q3 2021, up 30% quarter-over-quarter.
  • 5 funds opened new Vanguard US Multifactor ETF positions in Q3 2021 and 2 closed out, a net change of +3 holders.
  • The largest Vanguard US Multifactor ETF buyer in Q3 2021 was Carroll Financial Associates, an estimated $4.73M added.
  • The largest Vanguard US Multifactor ETF seller in Q3 2021 was BTC Capital Management, an estimated $323K sold.

Based on aggregated 13F filings for Q3 2021.