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Vanguard US Multifactor ETF

23 hedge funds and large institutions have $21.7M invested in Vanguard US Multifactor ETF in 2018 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

44% more funds holding

Funds holding: 1623 (+7)

33% more capital invested

Capital invested by funds: $16.2M → $21.7M (+$5.43M)

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

8.73% more ownership

Funds ownership: 21.82%30.55% (+8.7%)

Holders
23
Holders Change
+7
Holders Change %
+43.75%
% 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
12
Increased
5
Reduced
4
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCFFS
1
Pacific Center for Financial Services
California
$4.86M +$236K +3,154 +5%
First Manhattan
2
First Manhattan
New York
$2.82M +$3.12M +41,732 New
SFC
3
SYM Financial Corp
Indiana
$1.98M +$2.19M +29,314 New
Jane Street
4
Jane Street
New York
$1.88M -$162K -2,168 -7%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.77M +$202K +2,709 +11%
PA
6
Pinnacle Associates
New York
$1.76M +$1.38M +18,408 +242%
PWMAG
7
Pinnacle Wealth Management Advisory Group
New Jersey
$1.71M +$1.35M +18,018 +250%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$1.16M +$1.29M +17,218 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$852K -$189K -2,532 -17%
UBS Group
10
UBS Group
Switzerland
$744K +$823K +11,019 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$718K +$785K +10,500 +8,077%
RJA
12
Raymond James & Associates
Florida
$485K -$554K -7,413 -51%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$392K -$129K -1,720 -23%
CAL
14
Capital Advisors Ltd
Ohio
$280K +$310K +4,148 New
CFA
15
Carroll Financial Associates
North Carolina
$97K +$104K +1,398 New
CIAS
16
Capital Investment Advisory Services
North Carolina
$79K +$87.4K +1,170 New
Bank of America
17
Bank of America
North Carolina
$43K
KCM
18
Karp Capital Management
California
$10K +$11.6K +155 New
FHA
19
Flagship Harbor Advisors
Massachusetts
$6K
GTAM
20
Global Trust Asset Management
Florida
$6K +$6.65K +89 New
AG
21
Advisor Group
Arizona
$5K +$5.98K +80 New
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$4K +$3.89K +52 New
Citadel Advisors
23
Citadel Advisors
Florida
-$1.06M -12,892 Closed
ASN
24
Advisory Services Network
Georgia
-$346K -4,200 Closed
NG
25
Northstar Group
New York
-$278K -2,775 Closed

VFMF Hedge Fund Activity: Q4 2018 in Review

23 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Multifactor ETF (VFMF) for Q4 2018, worth a combined $21.7M — up 33% from $16.2M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new VFMF positions and 5 closed out — a net gain of 7 holders — while 5 added to existing stakes and 4 trimmed.

The largest buyer was First Manhattan, opening a new position worth an estimated $3.12M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.06M sold.

  • 23 institutional investors held Vanguard US Multifactor ETF (VFMF) as of Q4 2018, up from 16 in Q3 2018.
  • Funds reported $21.7M of Vanguard US Multifactor ETF stock for Q4 2018, up 33% quarter-over-quarter.
  • 12 funds opened new Vanguard US Multifactor ETF positions in Q4 2018 and 5 closed out, a net change of +7 holders.
  • The largest Vanguard US Multifactor ETF buyer in Q4 2018 was First Manhattan, an estimated $3.12M added.
  • The largest Vanguard US Multifactor ETF seller in Q4 2018 was Citadel Advisors, an estimated $1.06M sold.

Based on aggregated 13F filings for Q4 2018.