RJFSA
VFMF icon

Raymond James Financial Services Advisors’s Vanguard US Multifactor ETF VFMF Stock Holding History

Raymond James Financial Services Advisors’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 		$1.34M Sell
10,268
-1,694
-14% -$214K ﹤0.01% 1971
2024
Q2 		$1.46M Buy
11,962
+3,693
+45% +$454K ﹤0.01% 1851
2024
Q1 		$1.05M Buy
8,269
+2,965
+56% +$351K ﹤0.01% 2031
2023
Q4 		$609K Buy
+5,304
New +$560K ﹤0.01% 2284

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 $905M AUM 17.06% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
BSSFA
Baron Silver Stevens Financial Advisors Boca Raton, Florida $791M AUM 18.81% 1-Year Est. Return
PIFP
Partners in Financial Planning Salem, Virginia $603M AUM 12.72% 1-Year Est. Return

Raymond James Financial Services Advisors's VFMF Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Vanguard US Multifactor ETF (VFMF) stake by 14% in Q3 2024, selling an estimated $214K and leaving 10,268 shares worth $1.34M. The position accounts for ﹤0.01% of the portfolio, ranked #1971.

Raymond James Financial Services Advisors first reported a position in VFMF in Q4 2023 and has held it in 4 quarters since. The position peaked at $1.46M in Q2 2024. 66 funds tracked by Wall St. Rank hold VFMF as of Q3 2024.

  • Raymond James Financial Services Advisors held 10,268 shares of Vanguard US Multifactor ETF worth $1.34M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 1,694 Vanguard US Multifactor ETF shares in Q3 2024, an estimated $214K.
  • Vanguard US Multifactor ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1971 holding.
  • Raymond James Financial Services Advisors first reported a position in Vanguard US Multifactor ETF in Q4 2023 and has held it in 4 quarters since.
  • Raymond James Financial Services Advisors's Vanguard US Multifactor ETF position peaked at $1.46M in Q2 2024.
  • 66 funds tracked by Wall St. Rank held Vanguard US Multifactor ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.