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

Foundations 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
Q1 		$374K Sell
2,409
-190
-7% -$30K ﹤0.01% 826
2025
Q4 		$392K Buy
2,599
+137
+6% +$20.1K 0.01% 796
2025
Q3 		$355K Sell
2,462
-841
-25% -$117K 0.01% 776
2025
Q2 		$444K Buy
+3,303
New +$418K 0.01% 623

Other funds holding VFMF

AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
SLP
Storen Legacy Partners Zionsville, Indiana $367M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
RWA
Rooted Wealth Advisors Bourbonnais, Illinois $379M AUM 13.75% 1-Year Est. Return

Foundations Investment Advisors's VFMF Position: Q1 2026 in Review

Foundations Investment Advisors reduced its Vanguard US Multifactor ETF (VFMF) stake by 7.3% in Q1 2026, selling an estimated $30K and leaving 2,409 shares worth $374K. The position accounts for ﹤0.01% of the portfolio, ranked #826.

Foundations Investment Advisors first reported a position in VFMF in Q2 2025 and has held it in 4 quarters since. The position peaked at $444K in Q2 2025. 95 funds tracked by Wall St. Rank hold VFMF as of Q1 2026.

  • Foundations Investment Advisors held 2,409 shares of Vanguard US Multifactor ETF worth $374K as of Q1 2026.
  • Foundations Investment Advisors sold 190 Vanguard US Multifactor ETF shares in Q1 2026, an estimated $30K.
  • Vanguard US Multifactor ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #826 holding.
  • Foundations Investment Advisors first reported a position in Vanguard US Multifactor ETF in Q2 2025 and has held it in 4 quarters since.
  • Foundations Investment Advisors's Vanguard US Multifactor ETF position peaked at $444K in Q2 2025.
  • 95 funds tracked by Wall St. Rank held Vanguard US Multifactor ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.