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Silicon Valley Capital Partners’s Vanguard US Multifactor ETF VFMF Stock Holding History

Silicon Valley Capital Partners’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
2023
Q3 		– Sell
-22
Closed -$2.24K – 332
2023
Q2 		$2.24K Sell
22
-26
-54% -$2.57K ﹤0.01% 263
2023
Q1 		$4.75K Sell
48
-14,244
-100% -$1.44M ﹤0.01% 193
2022
Q4 		$1.41M Buy
+14,292
New +$1.41M 0.32% 37

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OCG
Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 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
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
ACM
Absolute Capital Management Pittsburgh, Pennsylvania $301M AUM 21.67% 1-Year Est. Return
PIFP
Partners in Financial Planning Salem, Virginia $603M AUM 12.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BSSFA
Baron Silver Stevens Financial Advisors Boca Raton, Florida $689M AUM 14.6% 1-Year Est. Return

Silicon Valley Capital Partners's VFMF Position: Q3 2023 in Review

Silicon Valley Capital Partners sold out of Vanguard US Multifactor ETF (VFMF) in Q3 2023, closing a stake of 22 shares — an estimated $2.24K sold.

Silicon Valley Capital Partners first reported a position in VFMF in Q4 2022 and held it in 3 quarters. The position peaked at $1.41M in Q4 2022. 45 funds tracked by Wall St. Rank hold VFMF as of Q3 2023.

  • Silicon Valley Capital Partners reported no remaining Vanguard US Multifactor ETF position as of Q3 2023 after selling out during the quarter.
  • Silicon Valley Capital Partners sold 22 Vanguard US Multifactor ETF shares in Q3 2023, an estimated $2.24K.
  • Silicon Valley Capital Partners first reported a position in Vanguard US Multifactor ETF in Q4 2022 and held it in 3 quarters.
  • Silicon Valley Capital Partners's Vanguard US Multifactor ETF position peaked at $1.41M in Q4 2022.
  • 45 funds tracked by Wall St. Rank held Vanguard US Multifactor ETF as of Q3 2023.

Based on Silicon Valley Capital Partners's 13F filing for Q3 2023, filed 6 Nov 2023.