Dynamic Advisor Solutions’s Vanguard US Multifactor ETF VFMF Stock Holding History

Dynamic Advisor Solutions’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 Q3	$555K	Buy	3,110 +696	+29%	+$127K	0.02%	632
2026 Q2	$427K	Buy	2,414 +227	+10%	+$38.4K	0.01%	725
2026 Q1	$339K	Buy	2,187 +203	+10%	+$32.1K	0.01%	768
2025 Q4	$299K	Buy	1,984 +98	+5%	+$14.4K	0.01%	786
2025 Q3	$272K	Sell	1,886 -150	-7%	-$20.9K	0.01%	801
2025 Q2	$274K	Sell	2,036 -53	-3%	-$6.71K	0.01%	772
2025 Q1	$264K	Buy	+2,089	New	+$276K	0.01%	753
2024 Q4	–	Sell	-2,182	Closed	-$284K	–	879
2024 Q3	$284K	Sell	2,182 -44	-2%	-$5.57K	0.01%	770
2024 Q2	$273K	Buy	2,226 +567	+34%	+$69.7K	0.01%	791
2024 Q1	$211K	Buy	+1,659	New	+$197K	0.01%	850

Other funds holding VFMF

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Chris Bulman Roseville, California $285M AUM 15.3% 1-Year Est. Return

RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

Perryman Financial Advisory Dallas, Texas $791M AUM 21.08% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Seed Wealth Management Evanston, Illinois $159M AUM 11.98% 1-Year Est. Return

Capital Square Chattanooga, Tennessee $227M AUM 12.51% 1-Year Est. Return

Dynamic Advisor Solutions's VFMF Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Vanguard US Multifactor ETF (VFMF) stake by 29% in Q3 2026, buying an estimated $127K and bringing the position to 3,110 shares worth $555K. The position accounts for 0.02% of the portfolio, ranked #632.

Dynamic Advisor Solutions first reported a position in VFMF in Q1 2024 and has held it in 10 quarters since. 22 funds tracked by Wall St. Rank hold VFMF as of Q3 2026.

Dynamic Advisor Solutions held 3,110 shares of Vanguard US Multifactor ETF worth $555K as of Q3 2026.
Dynamic Advisor Solutions bought 696 Vanguard US Multifactor ETF shares in Q3 2026, an estimated $127K.
Vanguard US Multifactor ETF made up 0.02% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #632 holding.
Dynamic Advisor Solutions first reported a position in Vanguard US Multifactor ETF in Q1 2024 and has held it in 10 quarters since.
22 funds tracked by Wall St. Rank held Vanguard US Multifactor ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.