Ladenburg Thalmann Financial Services’s Vanguard US Multifactor ETF VFMF Stock Holding History

Ladenburg Thalmann Financial 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	$188K	Sell	2,315 -463	-17%	-$36.2K	﹤0.01%	2555
2019 Q3	$210K	Sell	2,778 -1,585	-36%	-$119K	﹤0.01%	2419
2019 Q2	$331K	Sell	4,363 -501	-10%	-$37.7K	﹤0.01%	2073
2019 Q1	$365K	Sell	4,864 -942	-16%	-$69.6K	﹤0.01%	1923
2018 Q4	$392K	Sell	5,806 -1,720	-23%	-$129K	﹤0.01%	1721
2018 Q3	$620K	Buy	+7,526	New	+$618K	0.01%	1452

Other funds holding VFMF

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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 New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PWA

Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

Ladenburg Thalmann Financial Services's VFMF Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Vanguard US Multifactor ETF (VFMF) stake by 17% in Q4 2019, selling an estimated $36.2K and leaving 2,315 shares worth $188K. The position accounts for ﹤0.01% of the portfolio, ranked #2555.

Ladenburg Thalmann Financial Services first reported a position in VFMF in Q3 2018 and has held it in 6 quarters since. The position peaked at $620K in Q3 2018. 32 funds tracked by Wall St. Rank hold VFMF as of Q4 2019.

Ladenburg Thalmann Financial Services held 2,315 shares of Vanguard US Multifactor ETF worth $188K as of Q4 2019.
Ladenburg Thalmann Financial Services sold 463 Vanguard US Multifactor ETF shares in Q4 2019, an estimated $36.2K.
Vanguard US Multifactor ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2555 holding.
Ladenburg Thalmann Financial Services first reported a position in Vanguard US Multifactor ETF in Q3 2018 and has held it in 6 quarters since.
Ladenburg Thalmann Financial Services's Vanguard US Multifactor ETF position peaked at $620K in Q3 2018.
32 funds tracked by Wall St. Rank held Vanguard US Multifactor ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.