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Compass Ion Advisors’s Vanguard US Multifactor ETF VFMF Stock Holding History

Compass Ion 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 		$502K Buy
+2,837
New +$480K 0.04% 190

Other funds holding VFMF

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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

Compass Ion Advisors's VFMF Position: Q2 2026 in Review

Compass Ion Advisors opened a new position in Vanguard US Multifactor ETF (VFMF) in Q2 2026: 2,837 shares worth $502K. The stake represents 0.04% of the portfolio and ranks #190 among its holdings.

105 funds tracked by Wall St. Rank hold VFMF as of Q2 2026.

  • Compass Ion Advisors held 2,837 shares of Vanguard US Multifactor ETF worth $502K as of Q2 2026.
  • Vanguard US Multifactor ETF was a new Compass Ion Advisors position in Q2 2026.
  • Vanguard US Multifactor ETF made up 0.04% of Compass Ion Advisors's portfolio in Q2 2026, its #190 holding.
  • 105 funds tracked by Wall St. Rank held Vanguard US Multifactor ETF as of Q2 2026.

Based on Compass Ion Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.