CA
VFMF icon

Calton & Associates’s Vanguard US Multifactor ETF VFMF Stock Holding History

Calton & Associates’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 		$2.02M Buy
11,419
+4,149
+57% +$702K 0.3% 76
2026
Q1 		$1.13M Buy
7,270
+1,956
+37% +$309K 0.16% 123
2025
Q4 		$801K Buy
5,314
+3,158
+146% +$463K 0.12% 171
2025
Q3 		$311K Buy
+2,156
New +$300K 0.05% 314

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Calton & Associates's VFMF Position: Q2 2026 in Review

Calton & Associates increased its Vanguard US Multifactor ETF (VFMF) stake by 57% in Q2 2026, buying an estimated $702K and bringing the position to 11,419 shares worth $2.02M. The position accounts for 0.3% of the portfolio, ranked #76.

Calton & Associates first reported a position in VFMF in Q3 2025 and has held it in 4 quarters since. 105 funds tracked by Wall St. Rank hold VFMF as of Q2 2026.

  • Calton & Associates held 11,419 shares of Vanguard US Multifactor ETF worth $2.02M as of Q2 2026.
  • Calton & Associates bought 4,149 Vanguard US Multifactor ETF shares in Q2 2026, an estimated $702K.
  • Vanguard US Multifactor ETF made up 0.3% of Calton & Associates's portfolio in Q2 2026, its #76 holding.
  • Calton & Associates first reported a position in Vanguard US Multifactor ETF in Q3 2025 and has held it in 4 quarters since.
  • 105 funds tracked by Wall St. Rank held Vanguard US Multifactor ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.