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Sunbelt Securities’s Vanguard US Multifactor ETF VFMF Stock Holding History

Sunbelt Securities’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
Q2 		– Sell
-319
Closed -$31.1K – 1756
2023
Q1 		$31.1K Buy
+319
New +$32.4K 0.01% 846

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
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 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

Sunbelt Securities's VFMF Position: Q2 2023 in Review

Sunbelt Securities sold out of Vanguard US Multifactor ETF (VFMF) in Q2 2023, closing a stake of 319 shares — an estimated $31.1K sold.

Sunbelt Securities first reported a position in VFMF in Q1 2023 and held it in 1 quarter. The position peaked at $31.1K in Q1 2023. 44 funds tracked by Wall St. Rank hold VFMF as of Q2 2023.

  • Sunbelt Securities reported no remaining Vanguard US Multifactor ETF position as of Q2 2023 after selling out during the quarter.
  • Sunbelt Securities sold 319 Vanguard US Multifactor ETF shares in Q2 2023, an estimated $31.1K.
  • Sunbelt Securities first reported a position in Vanguard US Multifactor ETF in Q1 2023 and held it in 1 quarter.
  • Sunbelt Securities's Vanguard US Multifactor ETF position peaked at $31.1K in Q1 2023.
  • 44 funds tracked by Wall St. Rank held Vanguard US Multifactor ETF as of Q2 2023.

Based on Sunbelt Securities's 13F filing for Q2 2023, filed 16 Aug 2023.