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VFMF icon

LRI Investments’s Vanguard US Multifactor ETF VFMF Stock Holding History

LRI Investments’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 		$229K Buy
1,291
+76
+6% +$12.9K 0.02% 300
2026
Q1 		$188K Buy
1,215
+92
+8% +$14.5K 0.02% 294
2025
Q4 		$169K Buy
1,123
+11
+1% +$1.61K 0.01% 317
2025
Q3 		$160K Buy
1,112
+45
+4% +$6.27K 0.01% 332
2025
Q2 		$144K Buy
1,067
+9
+0.9% +$1.14K 0.01% 353
2025
Q1 		$134K Buy
1,058
+53
+5% +$7K 0.01% 346
2024
Q4 		$131K Buy
1,005
+33
+3% +$4.43K 0.01% 365
2024
Q3 		$133K Buy
+972
New +$123K 0.01% 358

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
SLP
Storen Legacy Partners Zionsville, Indiana $367M AUM
RWA
Rooted Wealth Advisors Bourbonnais, Illinois $408M AUM 18.96% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
BSSFA
Baron Silver Stevens Financial Advisors Boca Raton, Florida $791M AUM 18.81% 1-Year Est. Return

LRI Investments's VFMF Position: Q2 2026 in Review

LRI Investments increased its Vanguard US Multifactor ETF (VFMF) stake by 6.3% in Q2 2026, buying an estimated $12.9K and bringing the position to 1,291 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #300.

LRI Investments first reported a position in VFMF in Q3 2024 and has held it in 8 quarters since. 63 funds tracked by Wall St. Rank hold VFMF as of Q2 2026.

  • LRI Investments held 1,291 shares of Vanguard US Multifactor ETF worth $229K as of Q2 2026.
  • LRI Investments bought 76 Vanguard US Multifactor ETF shares in Q2 2026, an estimated $12.9K.
  • Vanguard US Multifactor ETF made up 0.02% of LRI Investments's portfolio in Q2 2026, its #300 holding.
  • LRI Investments first reported a position in Vanguard US Multifactor ETF in Q3 2024 and has held it in 8 quarters since.
  • 63 funds tracked by Wall St. Rank held Vanguard US Multifactor ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.