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

Advisory Services Network’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
2023 Q2	–	Sell	-1,300	Closed	-$129K	–	3579
2023 Q1	$129K	Hold	1,300	–	–	﹤0.01%	1511
2022 Q4	$128K	Buy	+1,300	New	+$129K	﹤0.01%	1490
2022 Q2	–	Sell	-3,012	Closed	-$313K	–	1513
2022 Q1	$313K	Buy	+3,012	New	+$312K	0.01%	1131
2018 Q4	–	Sell	-4,200	Closed	-$346K	–	2679
2018 Q3	$346K	Hold	4,200	–	–	0.03%	614
2018 Q2	$344K	Buy	+4,200	New	+$332K	0.03%	600

Other funds holding VFMF

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

OCG

Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return

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

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

ACM

Absolute Capital Management Pittsburgh, Pennsylvania $301M AUM 21.67% 1-Year Est. Return

PIFP

Partners in Financial Planning Salem, Virginia $603M AUM 12.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BSSFA

Baron Silver Stevens Financial Advisors Boca Raton, Florida $689M AUM 14.6% 1-Year Est. Return

Advisory Services Network's VFMF Position: Q2 2023 in Review

Advisory Services Network sold out of Vanguard US Multifactor ETF (VFMF) in Q2 2023, closing a stake of 1,300 shares — an estimated $129K sold.

Advisory Services Network first reported a position in VFMF in Q2 2018 and held it in 5 quarters. The position peaked at $346K in Q3 2018. 44 funds tracked by Wall St. Rank hold VFMF as of Q2 2023.

Advisory Services Network reported no remaining Vanguard US Multifactor ETF position as of Q2 2023 after selling out during the quarter.
Advisory Services Network sold 1,300 Vanguard US Multifactor ETF shares in Q2 2023, an estimated $129K.
Advisory Services Network first reported a position in Vanguard US Multifactor ETF in Q2 2018 and held it in 5 quarters.
Advisory Services Network's Vanguard US Multifactor ETF position peaked at $346K in Q3 2018.
44 funds tracked by Wall St. Rank held Vanguard US Multifactor ETF as of Q2 2023.

Based on Advisory Services Network's 13F filing for Q2 2023, filed 9 Aug 2023.