CIAS
VFMF icon

Capital Investment Advisory Services’s Vanguard US Multifactor ETF VFMF Stock Holding History

Capital Investment Advisory Services’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
2019
Q4 		– Sell
-1,170
Closed -$88K – 1233
2019
Q3 		$88K Hold
1,170
– – 0.02% 426
2019
Q2 		$89K Hold
1,170
– – 0.03% 414
2019
Q1 		$88K Hold
1,170
– – 0.03% 368
2018
Q4 		$79K Buy
+1,170
New +$87.4K 0.03% 359

Other funds holding VFMF

First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
PWMAG
Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.46B AUM 22.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $719M AUM 20.03% 1-Year Est. Return

Capital Investment Advisory Services's VFMF Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of Vanguard US Multifactor ETF (VFMF) in Q4 2019, closing a stake of 1,170 shares — an estimated $88K sold.

Capital Investment Advisory Services first reported a position in VFMF in Q4 2018 and held it in 4 quarters. The position peaked at $89K in Q2 2019. 32 funds tracked by Wall St. Rank hold VFMF as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining Vanguard US Multifactor ETF position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 1,170 Vanguard US Multifactor ETF shares in Q4 2019, an estimated $88K.
  • Capital Investment Advisory Services first reported a position in Vanguard US Multifactor ETF in Q4 2018 and held it in 4 quarters.
  • Capital Investment Advisory Services's Vanguard US Multifactor ETF position peaked at $89K in Q2 2019.
  • 32 funds tracked by Wall St. Rank held Vanguard US Multifactor ETF as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.