GVAG
VFMF icon

Great Valley Advisor Group’s Vanguard US Multifactor ETF VFMF Stock Holding History

Great Valley Advisor Group’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 		$1.72M Sell
11,087
-419
-4% -$66.2K 0.03% 403
2025
Q4 		$1.73M Sell
11,506
-137,761
-92% -$20.2M 0.03% 371
2025
Q3 		$21.5M Buy
149,267
+5,888
+4% +$820K 0.43% 61
2025
Q2 		$19.3M Buy
143,379
+113,399
+378% +$14.4M 0.43% 59
2025
Q1 		$3.79M Buy
29,980
+21,231
+243% +$2.8M 0.08% 215
2024
Q4 		$1.14M Buy
8,749
+5,137
+142% +$690K 0.03% 415
2024
Q3 		$471K Hold
3,612
– – 0.01% 575
2024
Q2 		$442K Hold
3,612
– – 0.01% 556
2024
Q1 		$458K Hold
3,612
– – 0.01% 513
2023
Q4 		$415K Buy
+3,612
New +$382K 0.01% 499

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

Great Valley Advisor Group's VFMF Position: Q1 2026 in Review

Great Valley Advisor Group reduced its Vanguard US Multifactor ETF (VFMF) stake by 3.6% in Q1 2026, selling an estimated $66.2K and leaving 11,087 shares worth $1.72M. The position accounts for 0.03% of the portfolio, ranked #403.

Great Valley Advisor Group first reported a position in VFMF in Q4 2023 and has held it in 10 quarters since. The position peaked at $21.5M in Q3 2025. 95 funds tracked by Wall St. Rank hold VFMF as of Q1 2026.

  • Great Valley Advisor Group held 11,087 shares of Vanguard US Multifactor ETF worth $1.72M as of Q1 2026.
  • Great Valley Advisor Group sold 419 Vanguard US Multifactor ETF shares in Q1 2026, an estimated $66.2K.
  • Vanguard US Multifactor ETF made up 0.03% of Great Valley Advisor Group's portfolio in Q1 2026, its #403 holding.
  • Great Valley Advisor Group first reported a position in Vanguard US Multifactor ETF in Q4 2023 and has held it in 10 quarters since.
  • Great Valley Advisor Group's Vanguard US Multifactor ETF position peaked at $21.5M in Q3 2025.
  • 95 funds tracked by Wall St. Rank held Vanguard US Multifactor ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.