Cary Street Partners Investment Advisory’s Vanguard US Multifactor ETF VFMF Stock Holding History

Cary Street Partners Investment Advisory’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 Q4	–	Sell	-2,500	Closed	-$326K	–	759
2024 Q3	$326K	Hold	2,500	–	–	0.01%	602
2024 Q2	$306K	Hold	2,500	–	–	0.01%	588
2024 Q1	$317K	Hold	2,500	–	–	0.01%	552
2023 Q4	$287K	Hold	2,500	–	–	0.01%	534
2023 Q3	$258K	Hold	2,500	–	–	0.01%	503
2023 Q2	$260K	Hold	2,500	–	–	0.02%	456
2023 Q1	$248K	Hold	2,500	–	–	0.02%	435
2022 Q4	$247K	Hold	2,500	–	–	0.02%	432
2022 Q3	$219K	Hold	2,500	–	–	0.02%	430
2022 Q2	$224K	Hold	2,500	–	–	0.02%	403
2022 Q1	$260K	Hold	2,500	–	–	0.07%	231
2021 Q4	$268K	Hold	2,500	–	–	0.07%	222
2021 Q3	$249K	Hold	2,500	–	–	0.08%	214
2021 Q2	$252K	Hold	2,500	–	–	0.08%	204
2021 Q1	$242K	Hold	2,500	–	–	0.1%	182
2020 Q4	$209K	Hold	2,500	–	–	0.04%	327
2020 Q3	$178K	Buy	+2,500	New	+$178K	0.04%	277

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 $424B AUM 22.96% 1-Year Est. Return

OCG

Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return

PSCM

Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

VFG

Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return

BSSFA

Baron Silver Stevens Financial Advisors Boca Raton, Florida $791M AUM 18.81% 1-Year Est. Return

Cary Street Partners Investment Advisory's VFMF Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of Vanguard US Multifactor ETF (VFMF) in Q4 2024, closing a stake of 2,500 shares — an estimated $326K sold.

Cary Street Partners Investment Advisory first reported a position in VFMF in Q3 2020 and held it in 17 quarters. The position peaked at $326K in Q3 2024. 66 funds tracked by Wall St. Rank hold VFMF as of Q4 2024.

Cary Street Partners Investment Advisory reported no remaining Vanguard US Multifactor ETF position as of Q4 2024 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 2,500 Vanguard US Multifactor ETF shares in Q4 2024, an estimated $326K.
Cary Street Partners Investment Advisory first reported a position in Vanguard US Multifactor ETF in Q3 2020 and held it in 17 quarters.
Cary Street Partners Investment Advisory's Vanguard US Multifactor ETF position peaked at $326K in Q3 2024.
66 funds tracked by Wall St. Rank held Vanguard US Multifactor ETF as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.