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Vanguard US Multifactor ETF

24 hedge funds and large institutions have $22.3M invested in Vanguard US Multifactor ETF in 2019 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

4% more funds holding

Funds holding: 2324 (+1)

3% more capital invested

Capital invested by funds: $21.7M → $22.3M (+$601K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

3.55% less ownership

Funds ownership: 30.55%27% (-3.5%)

Holders
24
Holders Change
+1
Holders Change %
+4.35%
% of All Funds
0.52%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
7
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCFFS
1
Pacific Center for Financial Services
California
$3.89M -$1.49M -20,124 -28%
First Manhattan
2
First Manhattan
New York
$3.21M +$75.7K +1,024 +2%
PA
3
Pinnacle Associates
New York
$2.42M +$462K +6,255 +24%
PWMAG
4
Pinnacle Wealth Management Advisory Group
New Jersey
$2.27M +$377K +5,100 +20%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.02M +$49.1K +665 +3%
Jane Street
6
Jane Street
New York
$1.75M -$334K -4,526 -16%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$1.72M +$423K +5,719 +33%
SFC
8
SYM Financial Corp
Indiana
$1.61M -$575K -7,784 -27%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$673K -$268K -3,633 -29%
RJA
10
Raymond James & Associates
Florida
$585K +$45.4K +615 +9%
CFA
11
Carroll Financial Associates
North Carolina
$398K +$290K +3,920 +280%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$368K +$363K +4,910 New
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$365K -$69.6K -942 -16%
UBS Group
14
UBS Group
Switzerland
$358K -$461K -6,235 -57%
CAL
15
Capital Advisors Ltd
Ohio
$311K
AA
16
Advisory Alpha
Michigan
$126K +$124K +1,672 New
CIAS
17
Capital Investment Advisory Services
North Carolina
$88K
Bank of America
18
Bank of America
North Carolina
$47K
ME
19
McIlrath & Eck
Washington
$19K +$19.2K +260 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$13K -$772K -10,455 -98%
FHA
21
Flagship Harbor Advisors
Massachusetts
$7K
GTAM
22
Global Trust Asset Management
Florida
$7K
AG
23
Advisor Group
Arizona
$6K
KCM
24
Karp Capital Management
California
-$10K -155 Closed
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
-$4K -52 Closed

VFMF Hedge Fund Activity: Q1 2019 in Review

24 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Multifactor ETF (VFMF) for Q1 2019, worth a combined $22.3M — up 2.8% from $21.7M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new VFMF positions and 2 closed out — a net gain of 1 holder — while 7 added to existing stakes and 7 trimmed.

The largest buyer was Pinnacle Associates, adding an estimated $462K. The largest seller was Pacific Center for Financial Services, cutting an estimated $1.49M.

  • 24 institutional investors held Vanguard US Multifactor ETF (VFMF) as of Q1 2019, up from 23 in Q4 2018.
  • Funds reported $22.3M of Vanguard US Multifactor ETF stock for Q1 2019, up 2.8% quarter-over-quarter.
  • 3 funds opened new Vanguard US Multifactor ETF positions in Q1 2019 and 2 closed out, a net change of +1 holder.
  • The largest Vanguard US Multifactor ETF buyer in Q1 2019 was Pinnacle Associates, an estimated $462K added.
  • The largest Vanguard US Multifactor ETF seller in Q1 2019 was Pacific Center for Financial Services, an estimated $1.49M sold.

Based on aggregated 13F filings for Q1 2019.