Concurrent Investment Advisors’s Vanguard US Multifactor ETF VFMF Stock Holding History

Concurrent Investment 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	$220K	Buy	+1,242	New	+$210K	﹤0.01%	1885

Other funds holding VFMF

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

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

Concurrent Investment Advisors's VFMF Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in Vanguard US Multifactor ETF (VFMF) in Q2 2026: 1,242 shares worth $220K. The stake represents ﹤0.01% of the portfolio and ranks #1885 among its holdings.

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

Concurrent Investment Advisors held 1,242 shares of Vanguard US Multifactor ETF worth $220K as of Q2 2026.
Vanguard US Multifactor ETF was a new Concurrent Investment Advisors position in Q2 2026.
Vanguard US Multifactor ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1885 holding.
105 funds tracked by Wall St. Rank held Vanguard US Multifactor ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.