Harbor Asset Planning
VFMF icon

Harbor Asset Planning’s Vanguard US Multifactor ETF VFMF Stock Holding History

Harbor Asset Planning’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 		$823K Buy
4,607
+2,341
+103% +$429K 0.62% 43
2026
Q2 		$401K Buy
2,266
+69
+3% +$11.7K 0.3% 69
2026
Q1 		$341K Buy
2,197
+579
+36% +$91.5K 0.29% 71
2025
Q4 		$244K Buy
1,618
+80
+5% +$11.7K 0.21% 83
2025
Q3 		$222K Buy
1,538
+5
+0.3% +$697 0.2% 85
2025
Q2 		$206K Buy
+1,533
New +$194K 0.2% 86

Other funds holding VFMF

Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Opus Capital Group
Opus Capital Group Cincinnati, Ohio $1.02B AUM 13.75% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
UMB Bank
UMB Bank Kansas City, Missouri $7.69B AUM 20.41% 1-Year Est. Return
Rooted Wealth Advisors
Rooted Wealth Advisors Bourbonnais, Illinois $408M AUM 12.75% 1-Year Est. Return
Advisortrust Partners
Advisortrust Partners Raleigh, North Carolina $318M AUM 23.53% 1-Year Est. Return
Systelligence LLC
Systelligence LLC Bloomington, Minnesota $605M AUM 14.86% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Harbor Asset Planning's VFMF Position: Q3 2026 in Review

Harbor Asset Planning increased its Vanguard US Multifactor ETF (VFMF) stake by 103% in Q3 2026, buying an estimated $429K and bringing the position to 4,607 shares worth $823K. The position accounts for 0.62% of the portfolio, ranked #43.

Harbor Asset Planning first reported a position in VFMF in Q2 2025 and has held it in 6 quarters since. 64 funds tracked by Wall St. Rank hold VFMF as of Q3 2026.

  • Harbor Asset Planning held 4,607 shares of Vanguard US Multifactor ETF worth $823K as of Q3 2026.
  • Harbor Asset Planning bought 2,341 Vanguard US Multifactor ETF shares in Q3 2026, an estimated $429K.
  • Vanguard US Multifactor ETF made up 0.62% of Harbor Asset Planning's portfolio in Q3 2026, its #43 holding.
  • Harbor Asset Planning first reported a position in Vanguard US Multifactor ETF in Q2 2025 and has held it in 6 quarters since.
  • 64 funds tracked by Wall St. Rank held Vanguard US Multifactor ETF as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.