Raymond James & Associates’s Vanguard US Multifactor ETF VFMF Stock Holding History

Raymond James & Associates’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	$7.89M	Buy	60,506 +40,167	+197%	+$5.08M	﹤0.01%	1361
2024 Q2	$2.49M	Buy	20,339 +12,720	+167%	+$1.56M	﹤0.01%	2027
2024 Q1	$967K	Buy	+7,619	New	+$903K	﹤0.01%	2615
2019 Q3	–	Sell	-7,058	Closed	-$536K	–	3723
2019 Q2	$536K	Sell	7,058 -739	-9%	-$55.6K	﹤0.01%	2613
2019 Q1	$585K	Buy	7,797 +615	+9%	+$45.4K	﹤0.01%	2550
2018 Q4	$485K	Sell	7,182 -7,413	-51%	-$554K	﹤0.01%	2568
2018 Q3	$1.2M	Buy	14,595 +2,291	+19%	+$188K	﹤0.01%	2125
2018 Q2	$974K	Buy	+12,304	New	+$972K	﹤0.01%	2233

Other funds holding VFMF

AHC

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

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

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return

BSSFA

Baron Silver Stevens Financial Advisors Boca Raton, Florida $689M AUM 14.6% 1-Year Est. Return

PIFP

Partners in Financial Planning Salem, Virginia $603M AUM 12.72% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Raymond James & Associates's VFMF Position: Q3 2024 in Review

Raymond James & Associates increased its Vanguard US Multifactor ETF (VFMF) stake by 197% in Q3 2024, buying an estimated $5.08M and bringing the position to 60,506 shares worth $7.89M. The position accounts for ﹤0.01% of the portfolio, ranked #1361.

Raymond James & Associates first reported a position in VFMF in Q2 2018 and has held it in 8 quarters since. 66 funds tracked by Wall St. Rank hold VFMF as of Q3 2024.

Raymond James & Associates held 60,506 shares of Vanguard US Multifactor ETF worth $7.89M as of Q3 2024.
Raymond James & Associates bought 40,167 Vanguard US Multifactor ETF shares in Q3 2024, an estimated $5.08M.
Vanguard US Multifactor ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #1361 holding.
Raymond James & Associates first reported a position in Vanguard US Multifactor ETF in Q2 2018 and has held it in 8 quarters since.
66 funds tracked by Wall St. Rank held Vanguard US Multifactor ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.