Kestra Advisory Services’s Vanguard US Multifactor ETF VFMF Stock Holding History

Kestra Advisory Services’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	$358K	Buy	2,311 +83	+4%	+$13.1K	﹤0.01%	2477
2025 Q4	$336K	Buy	+2,228	New	+$327K	﹤0.01%	2449
2023 Q1	–	Sell	-10,725	Closed	-$1.06M	–	2316
2022 Q4	$1.06M	Sell	10,725 -982	-8%	-$97.1K	0.01%	1030
2022 Q3	$1.03M	Buy	11,707 +45	+0.4%	+$4.27K	0.01%	961
2022 Q2	$1.04M	Sell	11,662 -217	-2%	-$21.3K	0.01%	959
2022 Q1	$1.24M	Buy	11,879 +9,422	+383%	+$977K	0.01%	863
2021 Q4	$263K	Buy	2,457 +191	+8%	+$20.2K	﹤0.01%	1689
2021 Q3	$226K	Buy	+2,266	New	+$228K	﹤0.01%	1899

Other funds holding VFMF

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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 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

Kestra Advisory Services's VFMF Position: Q1 2026 in Review

Kestra Advisory Services increased its Vanguard US Multifactor ETF (VFMF) stake by 3.7% in Q1 2026, buying an estimated $13.1K and bringing the position to 2,311 shares worth $358K. The position accounts for ﹤0.01% of the portfolio, ranked #2477.

Kestra Advisory Services first reported a position in VFMF in Q3 2021 and has held it in 8 quarters since. The position peaked at $1.24M in Q1 2022. 95 funds tracked by Wall St. Rank hold VFMF as of Q1 2026.

Kestra Advisory Services held 2,311 shares of Vanguard US Multifactor ETF worth $358K as of Q1 2026.
Kestra Advisory Services bought 83 Vanguard US Multifactor ETF shares in Q1 2026, an estimated $13.1K.
Vanguard US Multifactor ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2477 holding.
Kestra Advisory Services first reported a position in Vanguard US Multifactor ETF in Q3 2021 and has held it in 8 quarters since.
Kestra Advisory Services's Vanguard US Multifactor ETF position peaked at $1.24M in Q1 2022.
95 funds tracked by Wall St. Rank held Vanguard US Multifactor ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.