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

Kestra Private Wealth 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
2025
Q3 		– Sell
-1,535
Closed -$206K – 1758
2025
Q2 		$206K Sell
1,535
-1,007
-40% -$128K ﹤0.01% 1492
2025
Q1 		$321K Buy
2,542
+569
+29% +$75.1K 0.01% 1170
2024
Q4 		$258K Buy
+1,973
New +$265K ﹤0.01% 1187

Other funds holding VFMF

AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BTWM
Brass Tax Wealth Management Cincinnati, Ohio $602M AUM 12.59% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Kestra Private Wealth Services's VFMF Position: Q3 2025 in Review

Kestra Private Wealth Services sold out of Vanguard US Multifactor ETF (VFMF) in Q3 2025, closing a stake of 1,535 shares — an estimated $206K sold.

Kestra Private Wealth Services first reported a position in VFMF in Q4 2024 and held it in 3 quarters. The position peaked at $321K in Q1 2025. 77 funds tracked by Wall St. Rank hold VFMF as of Q3 2025.

  • Kestra Private Wealth Services reported no remaining Vanguard US Multifactor ETF position as of Q3 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 1,535 Vanguard US Multifactor ETF shares in Q3 2025, an estimated $206K.
  • Kestra Private Wealth Services first reported a position in Vanguard US Multifactor ETF in Q4 2024 and held it in 3 quarters.
  • Kestra Private Wealth Services's Vanguard US Multifactor ETF position peaked at $321K in Q1 2025.
  • 77 funds tracked by Wall St. Rank held Vanguard US Multifactor ETF as of Q3 2025.

Based on Kestra Private Wealth Services's 13F filing for Q3 2025, filed 17 Nov 2025.