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Vanguard US Multifactor ETF

27 hedge funds and large institutions have $24.4M invested in Vanguard US Multifactor ETF in 2019 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

13% more funds holding

Funds holding: 2427 (+3)

9% more capital invested

Capital invested by funds: $22.3M → $24.4M (+$2.09M)

2.17% more ownership

Funds ownership: 27%29.17% (+2.2%)

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

Holders
27
Holders Change
+3
Holders Change %
+12.5%
% of All Funds
0.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
7
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$4.55M +$4.51M +59,971 New
First Manhattan
2
First Manhattan
New York
$3.25M
PA
3
Pinnacle Associates
New York
$2.41M -$38.4K -510 -2%
PWMAG
4
Pinnacle Wealth Management Advisory Group
New Jersey
$2.26M -$38.4K -510 -2%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.16M +$113K +1,502 +6%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$1.98M +$232K +3,085 +13%
SFC
7
SYM Financial Corp
Indiana
$1.63M
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.41M +$1.03M +13,647 +278%
CFA
9
Carroll Financial Associates
North Carolina
$847K +$440K +5,850 +110%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$684K +$2.94K +39 +0.4%
UBS Group
11
UBS Group
Switzerland
$618K +$253K +3,361 +70%
Jane Street
12
Jane Street
New York
$607K -$1.16M -15,358 -66%
RJA
13
Raymond James & Associates
Florida
$536K -$55.6K -739 -9%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$331K -$37.7K -501 -10%
Stifel Financial
15
Stifel Financial
Missouri
$297K +$294K +3,905 New
CAL
16
Capital Advisors Ltd
Ohio
$266K -$48.8K -649 -16%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$233K +$231K +3,066 New
CIAS
18
Capital Investment Advisory Services
North Carolina
$89K
PCFFS
19
Pacific Center for Financial Services
California
$59K -$3.85M -51,100 -99%
Bank of America
20
Bank of America
North Carolina
$48K
SPIA
21
Steward Partners Investment Advisory
New York
$34K +$34.6K +460 New
ME
22
McIlrath & Eck
Washington
$19K
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$13K
FHA
24
Flagship Harbor Advisors
Massachusetts
$7K
GTAM
25
Global Trust Asset Management
Florida
$7K +$451 +6 +7%

VFMF Hedge Fund Activity: Q2 2019 in Review

27 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Multifactor ETF (VFMF) for Q2 2019, worth a combined $24.4M — up 9.4% from $22.3M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new VFMF positions and 2 closed out — a net gain of 3 holders — while 7 added to existing stakes and 7 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $4.51M. The largest seller was Pacific Center for Financial Services, cutting an estimated $3.85M.

  • 27 institutional investors held Vanguard US Multifactor ETF (VFMF) as of Q2 2019, up from 24 in Q1 2019.
  • Funds reported $24.4M of Vanguard US Multifactor ETF stock for Q2 2019, up 9.4% quarter-over-quarter.
  • 5 funds opened new Vanguard US Multifactor ETF positions in Q2 2019 and 2 closed out, a net change of +3 holders.
  • The largest Vanguard US Multifactor ETF buyer in Q2 2019 was Citadel Advisors, an estimated $4.51M added.
  • The largest Vanguard US Multifactor ETF seller in Q2 2019 was Pacific Center for Financial Services, an estimated $3.85M sold.

Based on aggregated 13F filings for Q2 2019.