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Beacon Harbor Wealth Advisors’s Vanguard US Multifactor ETF VFMF Stock Holding History

Beacon Harbor Wealth Advisors’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
2024
Q2 		– Sell
-83,789
Closed -$10.6M – 83
2024
Q1 		$10.6M Buy
+83,789
New +$9.93M 2.82% 5

Other funds holding VFMF

AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PIFP
Partners in Financial Planning Salem, Virginia $603M AUM 12.72% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return

Beacon Harbor Wealth Advisors's VFMF Position: Q2 2024 in Review

Beacon Harbor Wealth Advisors sold out of Vanguard US Multifactor ETF (VFMF) in Q2 2024, closing a stake of 83,789 shares — an estimated $10.6M sold.

Beacon Harbor Wealth Advisors first reported a position in VFMF in Q1 2024 and held it in 1 quarter. The position peaked at $10.6M in Q1 2024. 59 funds tracked by Wall St. Rank hold VFMF as of Q2 2024.

  • Beacon Harbor Wealth Advisors reported no remaining Vanguard US Multifactor ETF position as of Q2 2024 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 83,789 Vanguard US Multifactor ETF shares in Q2 2024, an estimated $10.6M.
  • Beacon Harbor Wealth Advisors first reported a position in Vanguard US Multifactor ETF in Q1 2024 and held it in 1 quarter.
  • Beacon Harbor Wealth Advisors's Vanguard US Multifactor ETF position peaked at $10.6M in Q1 2024.
  • 59 funds tracked by Wall St. Rank held Vanguard US Multifactor ETF as of Q2 2024.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.