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 Q3	$1.62M	Sell	9,083 -364	-4%	-$66.6K	0.02%	491
2026 Q2	$1.67M	Sell	9,447 -1,640	-15%	-$277K	0.03%	446
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

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Opus Capital Group Cincinnati, Ohio $1.02B AUM 13.75% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.69B AUM 20.41% 1-Year Est. Return

Rooted Wealth Advisors Bourbonnais, Illinois $408M AUM 12.75% 1-Year Est. Return

Storen Legacy Partners Zionsville, Indiana $391M AUM 13.88% 1-Year Est. Return

Baron Silver Stevens Financial Advisors Boca Raton, Florida $802M AUM 11.45% 1-Year Est. Return

Great Valley Advisor Group's VFMF Position: Q3 2026 in Review

Great Valley Advisor Group reduced its Vanguard US Multifactor ETF (VFMF) stake by 3.9% in Q3 2026, selling an estimated $66.6K and leaving 9,083 shares worth $1.62M. The position accounts for 0.02% of the portfolio, ranked #491.

Great Valley Advisor Group first reported a position in VFMF in Q4 2023 and has held it in 12 quarters since. The position peaked at $21.5M in Q3 2025. 78 funds tracked by Wall St. Rank hold VFMF as of Q3 2026.

Great Valley Advisor Group held 9,083 shares of Vanguard US Multifactor ETF worth $1.62M as of Q3 2026.
Great Valley Advisor Group sold 364 Vanguard US Multifactor ETF shares in Q3 2026, an estimated $66.6K.
Vanguard US Multifactor ETF made up 0.02% of Great Valley Advisor Group's portfolio in Q3 2026, its #491 holding.
Great Valley Advisor Group first reported a position in Vanguard US Multifactor ETF in Q4 2023 and has held it in 12 quarters since.
Great Valley Advisor Group's Vanguard US Multifactor ETF position peaked at $21.5M in Q3 2025.
78 funds tracked by Wall St. Rank held Vanguard US Multifactor ETF as of Q3 2026.

Based on Great Valley Advisor Group's 13F filing for Q3 2026, filed 9 Nov 2026.