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Barnes Pettey Financial Advisors’s Vanguard US Multifactor ETF VFMF Stock Holding History

Barnes Pettey Financial 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
2026
Q2 		$3.6M Buy
20,336
+5,359
+36% +$906K 1.13% 22
2026
Q1 		$2.32M Buy
14,977
+2,220
+17% +$351K 1.01% 27
2025
Q4 		$1.92M Sell
12,757
-415
-3% -$60.8K 0.95% 26
2025
Q3 		$1.9M Buy
13,172
+213
+2% +$29.7K 1.04% 25
2025
Q2 		$1.74M Buy
12,959
+1,389
+12% +$176K 1.16% 20
2025
Q1 		$1.46M Buy
11,570
+8,831
+322% +$1.17M 1.14% 24
2024
Q4 		$358K Buy
+2,739
New +$368K 0.27% 63

Other funds holding VFMF

AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SLP
Storen Legacy Partners Zionsville, Indiana $367M AUM
RWA
Rooted Wealth Advisors Bourbonnais, Illinois $408M AUM 18.96% 1-Year Est. Return
BSSFA
Baron Silver Stevens Financial Advisors Boca Raton, Florida $791M AUM 18.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CPCP
Cedar Point Capital Partners Cedar Rapids, Iowa $174M AUM 19.71% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return

Barnes Pettey Financial Advisors's VFMF Position: Q2 2026 in Review

Barnes Pettey Financial Advisors increased its Vanguard US Multifactor ETF (VFMF) stake by 36% in Q2 2026, buying an estimated $906K and bringing the position to 20,336 shares worth $3.6M. The position accounts for 1.13% of the portfolio, ranked #22.

Barnes Pettey Financial Advisors first reported a position in VFMF in Q4 2024 and has held it in 7 quarters since. 47 funds tracked by Wall St. Rank hold VFMF as of Q2 2026.

  • Barnes Pettey Financial Advisors held 20,336 shares of Vanguard US Multifactor ETF worth $3.6M as of Q2 2026.
  • Barnes Pettey Financial Advisors bought 5,359 Vanguard US Multifactor ETF shares in Q2 2026, an estimated $906K.
  • Vanguard US Multifactor ETF made up 1.13% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #22 holding.
  • Barnes Pettey Financial Advisors first reported a position in Vanguard US Multifactor ETF in Q4 2024 and has held it in 7 quarters since.
  • 47 funds tracked by Wall St. Rank held Vanguard US Multifactor ETF as of Q2 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.