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Insigneo Advisory Services’s Vanguard US Multifactor ETF VFMF Stock Holding History

Insigneo Advisory Services’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
Q4 		– Sell
-1,982
Closed -$258K – 689
2024
Q3 		$258K Buy
1,982
+3
+0.2% +$380 0.03% 487
2024
Q2 		$237K Sell
1,979
-41
-2% -$5.04K 0.03% 462
2024
Q1 		$256K Sell
2,020
-174
-8% -$20.6K 0.03% 419
2023
Q4 		$252K Sell
2,194
-110
-5% -$11.6K 0.04% 375
2023
Q3 		$238K Buy
+2,304
New +$244K 0.05% 332

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
VFG
Victory Financial Group Austin, Texas $814M AUM 18.17% 1-Year Est. Return
BSSFA
Baron Silver Stevens Financial Advisors Boca Raton, Florida $689M AUM 14.6% 1-Year Est. Return

Insigneo Advisory Services's VFMF Position: Q4 2024 in Review

Insigneo Advisory Services sold out of Vanguard US Multifactor ETF (VFMF) in Q4 2024, closing a stake of 1,982 shares — an estimated $258K sold.

Insigneo Advisory Services first reported a position in VFMF in Q3 2023 and held it in 5 quarters. The position peaked at $258K in Q3 2024. 66 funds tracked by Wall St. Rank hold VFMF as of Q4 2024.

  • Insigneo Advisory Services reported no remaining Vanguard US Multifactor ETF position as of Q4 2024 after selling out during the quarter.
  • Insigneo Advisory Services sold 1,982 Vanguard US Multifactor ETF shares in Q4 2024, an estimated $258K.
  • Insigneo Advisory Services first reported a position in Vanguard US Multifactor ETF in Q3 2023 and held it in 5 quarters.
  • Insigneo Advisory Services's Vanguard US Multifactor ETF position peaked at $258K in Q3 2024.
  • 66 funds tracked by Wall St. Rank held Vanguard US Multifactor ETF as of Q4 2024.

Based on Insigneo Advisory Services's 13F filing for Q4 2024, filed 13 Feb 2025.