Wealth Enhancement Advisory Services
VFMF icon

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

Wealth Enhancement 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
Q2 		– Sell
-2,005
Closed -$254K – 2708
2024
Q1 		$254K Sell
2,005
-1,003
-33% -$119K ﹤0.01% 2025
2023
Q4 		$345K Sell
3,008
-5,839
-66% -$617K ﹤0.01% 1726
2023
Q3 		$914K Buy
+8,847
New +$936K ﹤0.01% 1138

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PIFP
Partners in Financial Planning Salem, Virginia $603M AUM 12.72% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return

Wealth Enhancement Advisory Services's VFMF Position: Q2 2024 in Review

Wealth Enhancement Advisory Services sold out of Vanguard US Multifactor ETF (VFMF) in Q2 2024, closing a stake of 2,005 shares — an estimated $254K sold.

Wealth Enhancement Advisory Services first reported a position in VFMF in Q3 2023 and held it in 3 quarters. The position peaked at $914K in Q3 2023. 59 funds tracked by Wall St. Rank hold VFMF as of Q2 2024.

  • Wealth Enhancement Advisory Services reported no remaining Vanguard US Multifactor ETF position as of Q2 2024 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 2,005 Vanguard US Multifactor ETF shares in Q2 2024, an estimated $254K.
  • Wealth Enhancement Advisory Services first reported a position in Vanguard US Multifactor ETF in Q3 2023 and held it in 3 quarters.
  • Wealth Enhancement Advisory Services's Vanguard US Multifactor ETF position peaked at $914K in Q3 2023.
  • 59 funds tracked by Wall St. Rank held Vanguard US Multifactor ETF as of Q2 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2024, filed 16 Jul 2024.