Cetera Investment Advisers
VFMF icon

Cetera Investment Advisers’s Vanguard US Multifactor ETF VFMF Stock Holding History

Cetera Investment Advisers’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
Q3 		– Sell
-1,668
Closed -$204K – 3915
2024
Q2 		$204K Sell
1,668
-168
-9% -$20.7K ﹤0.01% 3350
2024
Q1 		$233K Buy
+1,836
New +$218K ﹤0.01% 3251

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 $424B AUM 22.9% 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 $1.05B AUM 22.61% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UMB Bank
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
BSSFA
Baron Silver Stevens Financial Advisors Boca Raton, Florida $791M AUM 18.81% 1-Year Est. Return
PIFP
Partners in Financial Planning Salem, Virginia $660M AUM 15.1% 1-Year Est. Return

Cetera Investment Advisers's VFMF Position: Q3 2024 in Review

Cetera Investment Advisers sold out of Vanguard US Multifactor ETF (VFMF) in Q3 2024, closing a stake of 1,668 shares — an estimated $204K sold.

Cetera Investment Advisers first reported a position in VFMF in Q1 2024 and held it in 2 quarters. The position peaked at $233K in Q1 2024. 66 funds tracked by Wall St. Rank hold VFMF as of Q3 2024.

  • Cetera Investment Advisers reported no remaining Vanguard US Multifactor ETF position as of Q3 2024 after selling out during the quarter.
  • Cetera Investment Advisers sold 1,668 Vanguard US Multifactor ETF shares in Q3 2024, an estimated $204K.
  • Cetera Investment Advisers first reported a position in Vanguard US Multifactor ETF in Q1 2024 and held it in 2 quarters.
  • Cetera Investment Advisers's Vanguard US Multifactor ETF position peaked at $233K in Q1 2024.
  • 66 funds tracked by Wall St. Rank held Vanguard US Multifactor ETF as of Q3 2024.

Based on Cetera Investment Advisers's 13F filing for Q3 2024, filed 13 Nov 2024.