We are live on ! Find out more
VFMF icon

Vanguard US Multifactor ETF

33 hedge funds and large institutions have $72.8M invested in Vanguard US Multifactor ETF in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 4

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

38% more capital invested

Capital invested by funds: $52.6M → $72.8M (+$20.2M)

13.34% more ownership

Funds ownership: 51.26%64.61% (+13%)

6% more funds holding

Funds holding: 3133 (+2)

Holders
33
Holders Change
+2
Holders Change %
+6.45%
% of All Funds
0.51%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
14
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AHC
1
Anderson Hoagland & Co
Missouri
$22.3M +$2.58M +24,395 +13%
UB
2
UMB Bank
Missouri
$14.2M +$13.9M +131,982 New
OCG
3
Opus Capital Group
Ohio
$7.36M +$413K +3,909 +6%
CFA
4
Carroll Financial Associates
North Carolina
$6.46M +$390K +3,693 +7%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$5.76M +$901K +8,532 +19%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$3.59M +$136K +1,285 +4%
First Manhattan
7
First Manhattan
New York
$3.29M
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.99M +$298K +2,822 +11%
PIFP
9
Partners in Financial Planning
Virginia
$2.52M -$160K -1,514 -6%
PWA
10
Physician Wealth Advisors
Utah
$884K +$29.5K +279 +4%
Jane Street
11
Jane Street
New York
$690K -$618K -5,854 -48%
CAN
12
Claraphi Advisory Network
United States
$402K +$10.1K +96 +3%
CT
13
Coastline Trust
Rhode Island
$386K +$15.8K +150 +4%
MML Investors Services
14
MML Investors Services
Massachusetts
$378K +$2.01K +19 +0.5%
CSPIA
15
Cary Street Partners Investment Advisory
Virginia
$268K
KAS
16
Kestra Advisory Services
Texas
$263K +$20.2K +191 +8%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$206K -$19.3K -183 -9%
Osaic Holdings
18
Osaic Holdings
Arizona
$203K +$47.2K +447 +31%
GWM
19
Geneos Wealth Management
Colorado
$150K +$75.2K +712 +102%
FHA
20
First Horizon Advisors
Tennessee
$142K +$141K +1,331 New
Bank of America
21
Bank of America
North Carolina
$85K
CAL
22
Capital Advisors Ltd
Ohio
$81K
UBS Group
23
UBS Group
Switzerland
$63K +$62.4K +591 New
SJIA
24
St. James Investment Advisors
New York
$51K +$50.7K +480 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$32K

VFMF Hedge Fund Activity: Q4 2021 in Review

33 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Multifactor ETF (VFMF) for Q4 2021, worth a combined $72.8M — up 38% from $52.6M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new VFMF positions and 2 closed out — a net gain of 2 holders — while 14 added to existing stakes and 4 trimmed.

The largest buyer was UMB Bank, opening a new position worth an estimated $13.9M. The largest seller was Cetera Advisor Networks, exiting entirely with an estimated $668K sold.

  • 33 institutional investors held Vanguard US Multifactor ETF (VFMF) as of Q4 2021, up from 31 in Q3 2021.
  • Funds reported $72.8M of Vanguard US Multifactor ETF stock for Q4 2021, up 38% quarter-over-quarter.
  • 4 funds opened new Vanguard US Multifactor ETF positions in Q4 2021 and 2 closed out, a net change of +2 holders.
  • The largest Vanguard US Multifactor ETF buyer in Q4 2021 was UMB Bank, an estimated $13.9M added.
  • The largest Vanguard US Multifactor ETF seller in Q4 2021 was Cetera Advisor Networks, an estimated $668K sold.

Based on aggregated 13F filings for Q4 2021.