IFG
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
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

AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SLP
Storen Legacy Partners Zionsville, Indiana $367M AUM
RWA
Rooted Wealth Advisors Bourbonnais, Illinois $408M AUM 18.96% 1-Year Est. Return

Independent Financial Group's VFMF Position: Q2 2026 in Review

Independent Financial Group reduced its Vanguard US Multifactor ETF (VFMF) stake by 0.82% in Q2 2026, selling an estimated $2.2K and leaving 1,575 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #1287.

Independent Financial Group first reported a position in VFMF in Q1 2023 and has held it in 14 quarters since. The position peaked at $294K in Q4 2023. 105 funds tracked by Wall St. Rank hold VFMF as of Q2 2026.

  • Independent Financial Group held 1,575 shares of Vanguard US Multifactor ETF worth $279K as of Q2 2026.
  • Independent Financial Group sold 13 Vanguard US Multifactor ETF shares in Q2 2026, an estimated $2.2K.
  • Vanguard US Multifactor ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1287 holding.
  • Independent Financial Group first reported a position in Vanguard US Multifactor ETF in Q1 2023 and has held it in 14 quarters since.
  • Independent Financial Group's Vanguard US Multifactor ETF position peaked at $294K in Q4 2023.
  • 105 funds tracked by Wall St. Rank held Vanguard US Multifactor ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.