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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 $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 $1.05B AUM 22.61% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PIFP
Partners in Financial Planning Salem, Virginia $660M AUM 15.1% 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 $871M AUM 21.22% 1-Year Est. Return

Custom Portfolio Group's VFMF Position: Q2 2024 in Review

Custom Portfolio Group reduced its Vanguard US Multifactor ETF (VFMF) stake by 16% in Q2 2024, selling an estimated $303K and leaving 12,476 shares worth $1.43M. The position accounts for 1.13% of the portfolio, ranked #13.

Custom Portfolio Group first reported a position in VFMF in Q1 2024 and has held it in 2 quarters since. The position peaked at $1.76M in Q1 2024. 59 funds tracked by Wall St. Rank hold VFMF as of Q2 2024.

  • Custom Portfolio Group held 12,476 shares of Vanguard US Multifactor ETF worth $1.43M as of Q2 2024.
  • Custom Portfolio Group sold 2,464 Vanguard US Multifactor ETF shares in Q2 2024, an estimated $303K.
  • Vanguard US Multifactor ETF made up 1.13% of Custom Portfolio Group's portfolio in Q2 2024, its #13 holding.
  • Custom Portfolio Group first reported a position in Vanguard US Multifactor ETF in Q1 2024 and has held it in 2 quarters since.
  • Custom Portfolio Group's Vanguard US Multifactor ETF position peaked at $1.76M in Q1 2024.
  • 59 funds tracked by Wall St. Rank held Vanguard US Multifactor ETF as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.