Independent Financial Group
VFMF icon

Independent Financial Group’s Vanguard US Multifactor ETF VFMF Stock Holding History

Independent Financial 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 		$281K Hold
1,575
– – 0.01% 1302
2026
Q2 		$279K Sell
1,575
-13
-0.8% -$2.2K 0.01% 1287
2026
Q1 		$246K Sell
1,588
-200
-11% -$31.6K 0.01% 1266
2025
Q4 		$269K Hold
1,788
– – 0.01% 1201
2025
Q3 		$258K Hold
1,788
– – 0.01% 1156
2025
Q2 		$240K Sell
1,788
-216
-11% -$27.4K 0.01% 1131
2025
Q1 		$253K Buy
2,004
+200
+11% +$26.4K 0.01% 1006
2024
Q4 		$236K Hold
1,804
– – 0.01% 1011
2024
Q3 		$235K Sell
1,804
-204
-10% -$25.8K 0.01% 974
2024
Q2 		$246K Sell
2,008
-17
-0.8% -$2.09K 0.01% 935
2024
Q1 		$257K Sell
2,025
-532
-21% -$63.1K 0.01% 852
2023
Q4 		$294K Sell
2,557
-44
-2% -$4.65K 0.02% 730
2023
Q3 		$269K Sell
2,601
-214
-8% -$22.6K 0.02% 702
2023
Q2 		$293K Buy
2,815
+17
+0.6% +$1.68K 0.02% 651
2023
Q1 		$277K Buy
+2,798
New +$284K 0.02% 638

Other funds holding VFMF

RF
RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
CTWM
Cherry Tree Wealth Management Minnetonka, Minnesota $531M AUM 9.26% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Independent Financial Group's VFMF Position: Q3 2026 in Review

Independent Financial Group held its Vanguard US Multifactor ETF (VFMF) position steady in Q3 2026 at 1,575 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #1302.

Independent Financial Group first reported a position in VFMF in Q1 2023 and has held it in 15 quarters since. The position peaked at $294K in Q4 2023. 8 funds tracked by Wall St. Rank hold VFMF as of Q3 2026.

  • Independent Financial Group held 1,575 shares of Vanguard US Multifactor ETF worth $281K as of Q3 2026.
  • Independent Financial Group left its Vanguard US Multifactor ETF share count unchanged in Q3 2026.
  • Vanguard US Multifactor ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #1302 holding.
  • Independent Financial Group first reported a position in Vanguard US Multifactor ETF in Q1 2023 and has held it in 15 quarters since.
  • Independent Financial Group's Vanguard US Multifactor ETF position peaked at $294K in Q4 2023.
  • 8 funds tracked by Wall St. Rank held Vanguard US Multifactor ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.