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Cassia Capital Partners’s Vanguard US Multifactor ETF VFMF Stock Holding History

Cassia Capital Partners’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 		$378K Buy
2,136
+28
+1% +$4.74K 0.18% 58
2026
Q1 		$327K Sell
2,108
-42
-2% -$6.64K 0.17% 60
2025
Q4 		$324K Sell
2,150
-33
-2% -$4.84K 0.18% 57
2025
Q3 		$315K Buy
2,183
+46
+2% +$6.41K 0.17% 57
2025
Q2 		$287K Sell
2,137
-61
-3% -$7.73K 0.17% 54
2025
Q1 		$278K Sell
2,198
-58
-3% -$7.66K 0.17% 55
2024
Q4 		$295K Sell
2,256
-145
-6% -$19.5K 0.19% 58
2024
Q3 		$313K Buy
2,401
+19
+0.8% +$2.4K 0.21% 54
2024
Q2 		$292K Sell
2,382
-138
-5% -$17K 0.19% 54
2024
Q1 		$320K Buy
2,520
+241
+11% +$28.6K 0.21% 56
2023
Q4 		$262K Sell
2,279
-590
-21% -$62.3K 0.22% 59
2023
Q3 		$296K Sell
2,869
-220
-7% -$23.3K 0.24% 54
2023
Q2 		$321K Buy
3,089
+93
+3% +$9.18K 0.25% 55
2023
Q1 		$297K Buy
2,996
+477
+19% +$48.4K 0.24% 47
2022
Q4 		$249K Buy
2,519
+88
+4% +$8.7K 0.2% 64
2022
Q3 		$213K Buy
+2,431
New +$231K 0.2% 45

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

Cassia Capital Partners's VFMF Position: Q2 2026 in Review

Cassia Capital Partners increased its Vanguard US Multifactor ETF (VFMF) stake by 1.3% in Q2 2026, buying an estimated $4.74K and bringing the position to 2,136 shares worth $378K. The position accounts for 0.18% of the portfolio, ranked #58.

Cassia Capital Partners first reported a position in VFMF in Q3 2022 and has held it in 16 quarters since. 107 funds tracked by Wall St. Rank hold VFMF as of Q2 2026.

  • Cassia Capital Partners held 2,136 shares of Vanguard US Multifactor ETF worth $378K as of Q2 2026.
  • Cassia Capital Partners bought 28 Vanguard US Multifactor ETF shares in Q2 2026, an estimated $4.74K.
  • Vanguard US Multifactor ETF made up 0.18% of Cassia Capital Partners's portfolio in Q2 2026, its #58 holding.
  • Cassia Capital Partners first reported a position in Vanguard US Multifactor ETF in Q3 2022 and has held it in 16 quarters since.
  • 107 funds tracked by Wall St. Rank held Vanguard US Multifactor ETF as of Q2 2026.

Based on Cassia Capital Partners's 13F filing for Q2 2026, filed 30 Jul 2026.