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

Claraphi Advisory 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
2022 Q4	$472K	Buy	+4,776	New	+$472K	0.19%	136
2022 Q3	–	Sell	-3,051	Closed	-$273K	–	292
2022 Q2	$273K	Sell	3,051 -822	-21%	-$80.7K	0.1%	193
2022 Q1	$403K	Buy	3,873 +120	+3%	+$12.4K	0.12%	165
2021 Q4	$402K	Buy	3,753 +96	+3%	+$10.1K	0.14%	167
2021 Q3	$364K	Buy	3,657 +751	+26%	+$75.6K	0.13%	184
2021 Q2	$293K	Buy	+2,906	New	+$292K	0.09%	243

Other funds holding VFMF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AHC

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

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

OCG

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PIFP

Partners in Financial Planning Salem, Virginia $660M AUM 15.1% 1-Year Est. Return

ACM

Absolute Capital Management Pittsburgh, Pennsylvania $401M AUM 36.5% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Claraphi Advisory Network's VFMF Position: Q4 2022 in Review

Claraphi Advisory Network opened a new position in Vanguard US Multifactor ETF (VFMF) in Q4 2022: 4,776 shares worth $472K. The stake represents 0.19% of the portfolio and ranks #136 among its holdings. This is a return to the name: Claraphi Advisory Network previously reported a position in VFMF as recently as Q2 2022.

Claraphi Advisory Network first reported a position in VFMF in Q2 2021 and has held it in 6 quarters since. 38 funds tracked by Wall St. Rank hold VFMF as of Q4 2022.

Claraphi Advisory Network held 4,776 shares of Vanguard US Multifactor ETF worth $472K as of Q4 2022.
Vanguard US Multifactor ETF was a new Claraphi Advisory Network position in Q4 2022.
Vanguard US Multifactor ETF made up 0.19% of Claraphi Advisory Network's portfolio in Q4 2022, its #136 holding.
Claraphi Advisory Network first reported a position in Vanguard US Multifactor ETF in Q2 2021 and has held it in 6 quarters since.
38 funds tracked by Wall St. Rank held Vanguard US Multifactor ETF as of Q4 2022.

Based on Claraphi Advisory Network's 13F filing for Q4 2022, filed 14 Feb 2023.