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Bogart Wealth LLC’s Vanguard US Multifactor ETF VFMF Stock Holding History

Bogart Wealth LLC’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
Q1 		$77.5K Hold
500
– – ﹤0.01% 393
2025
Q4 		$75.4K Hold
500
– – ﹤0.01% 376
2025
Q3 		$72.1K Hold
500
– – ﹤0.01% 382
2025
Q2 		$67.2K Buy
500
+250
+100% +$31.7K ﹤0.01% 393
2025
Q1 		$31.6K Buy
+250
New +$33K ﹤0.01% 491

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
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
SLP
Storen Legacy Partners Zionsville, Indiana $367M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
RWA
Rooted Wealth Advisors Bourbonnais, Illinois $379M AUM 13.75% 1-Year Est. Return

Bogart Wealth LLC's VFMF Position: Q1 2026 in Review

Bogart Wealth LLC held its Vanguard US Multifactor ETF (VFMF) position steady in Q1 2026 at 500 shares worth $77.5K. The position accounts for ﹤0.01% of the portfolio, ranked #393.

Bogart Wealth LLC first reported a position in VFMF in Q1 2025 and has held it in 5 quarters since. 95 funds tracked by Wall St. Rank hold VFMF as of Q1 2026.

  • Bogart Wealth LLC held 500 shares of Vanguard US Multifactor ETF worth $77.5K as of Q1 2026.
  • Bogart Wealth LLC left its Vanguard US Multifactor ETF share count unchanged in Q1 2026.
  • Vanguard US Multifactor ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #393 holding.
  • Bogart Wealth LLC first reported a position in Vanguard US Multifactor ETF in Q1 2025 and has held it in 5 quarters since.
  • 95 funds tracked by Wall St. Rank held Vanguard US Multifactor ETF as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.