EFS
VFMF icon

Essex Financial Services’s Vanguard US Multifactor ETF VFMF Stock Holding History

Essex Financial Services’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 		$289K Buy
1,635
+297
+22% +$50.2K 0.01% 662
2026
Q1 		$208K Sell
1,338
-24
-2% -$3.79K 0.01% 746
2025
Q4 		$205K Buy
+1,362
New +$200K 0.01% 751

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
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

Essex Financial Services's VFMF Position: Q2 2026 in Review

Essex Financial Services increased its Vanguard US Multifactor ETF (VFMF) stake by 22% in Q2 2026, buying an estimated $50.2K and bringing the position to 1,635 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #662.

Essex Financial Services first reported a position in VFMF in Q4 2025 and has held it in 3 quarters since. 81 funds tracked by Wall St. Rank hold VFMF as of Q2 2026.

  • Essex Financial Services held 1,635 shares of Vanguard US Multifactor ETF worth $289K as of Q2 2026.
  • Essex Financial Services bought 297 Vanguard US Multifactor ETF shares in Q2 2026, an estimated $50.2K.
  • Vanguard US Multifactor ETF made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #662 holding.
  • Essex Financial Services first reported a position in Vanguard US Multifactor ETF in Q4 2025 and has held it in 3 quarters since.
  • 81 funds tracked by Wall St. Rank held Vanguard US Multifactor ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.