LPL Financial
VFMF icon

LPL Financial’s Vanguard US Multifactor ETF VFMF Stock Holding History

LPL Financial’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 		$12.6M Buy
81,342
+13,852
+21% +$2.19M ﹤0.01% 1806
2025
Q4 		$10.2M Buy
67,490
+8,323
+14% +$1.22M ﹤0.01% 1913
2025
Q3 		$8.54M Buy
59,167
+8,097
+16% +$1.13M ﹤0.01% 2017
2025
Q2 		$6.87M Sell
51,070
-24,987
-33% -$3.16M ﹤0.01% 2047
2025
Q1 		$9.61M Buy
76,057
+7,566
+11% +$999K ﹤0.01% 1637
2024
Q4 		$8.94M Buy
68,491
+30,645
+81% +$4.12M ﹤0.01% 1627
2024
Q3 		$4.93M Buy
37,846
+845
+2% +$107K ﹤0.01% 2005
2024
Q2 		$4.53M Buy
37,001
+383
+1% +$47.1K ﹤0.01% 1938
2024
Q1 		$4.65M Sell
36,618
-627
-2% -$74.3K ﹤0.01% 1851
2023
Q4 		$4.28M Buy
37,245
+31,713
+573% +$3.35M ﹤0.01% 1790
2023
Q3 		$571K Buy
5,532
+300
+6% +$31.7K ﹤0.01% 3374
2023
Q2 		$544K Sell
5,232
-115
-2% -$11.4K ﹤0.01% 3374
2023
Q1 		$530K Sell
5,347
-10,214
-66% -$1.04M ﹤0.01% 3271
2022
Q4 		$1.54M Buy
15,561
+11,761
+310% +$1.16M ﹤0.01% 2293
2022
Q3 		$334K Buy
+3,800
New +$361K ﹤0.01% 3488

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
SL
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UB
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
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
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

LPL Financial's VFMF Position: Q1 2026 in Review

LPL Financial increased its Vanguard US Multifactor ETF (VFMF) stake by 21% in Q1 2026, buying an estimated $2.19M and bringing the position to 81,342 shares worth $12.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1806.

LPL Financial first reported a position in VFMF in Q3 2022 and has held it in 15 quarters since. 95 funds tracked by Wall St. Rank hold VFMF as of Q1 2026.

  • LPL Financial held 81,342 shares of Vanguard US Multifactor ETF worth $12.6M as of Q1 2026.
  • LPL Financial bought 13,852 Vanguard US Multifactor ETF shares in Q1 2026, an estimated $2.19M.
  • Vanguard US Multifactor ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #1806 holding.
  • LPL Financial first reported a position in Vanguard US Multifactor ETF in Q3 2022 and has held it in 15 quarters since.
  • 95 funds tracked by Wall St. Rank held Vanguard US Multifactor ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.