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

Coquina Private 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
Q2 		$248K Hold
1,404
– – 0.17% 86
2026
Q1 		$218K Hold
1,404
– – 0.18% 89
2025
Q4 		$212K Buy
+1,404
New +$206K 0.17% 86

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SL
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LPL Financial
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OCG
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
BSSFA
Baron Silver Stevens Financial Advisors Boca Raton, Florida $791M AUM 18.81% 1-Year Est. Return

Coquina Private Wealth LLC's VFMF Position: Q2 2026 in Review

Coquina Private Wealth LLC held its Vanguard US Multifactor ETF (VFMF) position steady in Q2 2026 at 1,404 shares worth $248K. The position accounts for 0.17% of the portfolio, ranked #86.

Coquina Private Wealth LLC first reported a position in VFMF in Q4 2025 and has held it in 3 quarters since. 63 funds tracked by Wall St. Rank hold VFMF as of Q2 2026.

  • Coquina Private Wealth LLC held 1,404 shares of Vanguard US Multifactor ETF worth $248K as of Q2 2026.
  • Coquina Private Wealth LLC left its Vanguard US Multifactor ETF share count unchanged in Q2 2026.
  • Vanguard US Multifactor ETF made up 0.17% of Coquina Private Wealth LLC's portfolio in Q2 2026, its #86 holding.
  • Coquina Private Wealth LLC first reported a position in Vanguard US Multifactor ETF in Q4 2025 and has held it in 3 quarters since.
  • 63 funds tracked by Wall St. Rank held Vanguard US Multifactor ETF as of Q2 2026.

Based on Coquina Private Wealth LLC's 13F filing for Q2 2026, filed 29 Jul 2026.