CSP
VFMF icon

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

Cary Street Partners’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
2025
Q4 		– Sell
-2,500
Closed -$361K – 1013
2025
Q3 		$361K Hold
2,500
– – 0.01% 644
2025
Q2 		$336K Hold
2,500
– – 0.01% 639
2025
Q1 		$316K Hold
2,500
– – 0.01% 638
2024
Q4 		$326K Buy
+2,500
New +$336K 0.01% 601

Other funds holding VFMF

AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
SLP
Storen Legacy Partners Zionsville, Indiana $367M AUM
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
RWA
Rooted Wealth Advisors Bourbonnais, Illinois $379M AUM 13.75% 1-Year Est. Return

Cary Street Partners's VFMF Position: Q4 2025 in Review

Cary Street Partners sold out of Vanguard US Multifactor ETF (VFMF) in Q4 2025, closing a stake of 2,500 shares — an estimated $361K sold.

Cary Street Partners first reported a position in VFMF in Q4 2024 and held it in 4 quarters. The position peaked at $361K in Q3 2025. 83 funds tracked by Wall St. Rank hold VFMF as of Q4 2025.

  • Cary Street Partners reported no remaining Vanguard US Multifactor ETF position as of Q4 2025 after selling out during the quarter.
  • Cary Street Partners sold 2,500 Vanguard US Multifactor ETF shares in Q4 2025, an estimated $361K.
  • Cary Street Partners first reported a position in Vanguard US Multifactor ETF in Q4 2024 and held it in 4 quarters.
  • Cary Street Partners's Vanguard US Multifactor ETF position peaked at $361K in Q3 2025.
  • 83 funds tracked by Wall St. Rank held Vanguard US Multifactor ETF as of Q4 2025.

Based on Cary Street Partners's 13F filing for Q4 2025, filed 9 Feb 2026.