CPG
VFMF icon

Custom Portfolio Group’s Vanguard US Multifactor ETF VFMF Stock Holding History

Custom Portfolio Group’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 		$1.43M Sell
12,476
-2,464
-16% -$303K 1.13% 13
2024
Q1 		$1.76M Buy
+14,940
New +$1.77M 1.45% 11

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 $376B 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