Modera Wealth Management’s Vanguard US Multifactor ETF VFMF Stock Holding History

Modera Wealth Management’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	$267K	Hold	1,721	–	–	﹤0.01%	553
2025 Q4	$259K	Sell	1,721 -234	-12%	-$34.3K	﹤0.01%	575
2025 Q3	$282K	Hold	1,955	–	–	﹤0.01%	553
2025 Q2	$263K	Sell	1,955 -10	-0.5%	-$1.27K	﹤0.01%	562
2025 Q1	$248K	Hold	1,965	–	–	﹤0.01%	548
2024 Q4	$257K	Hold	1,965	–	–	﹤0.01%	539
2024 Q3	$256K	Buy	1,965 +10	+0.5%	+$1.26K	﹤0.01%	522
2024 Q2	$239K	Hold	1,955	–	–	﹤0.01%	512
2024 Q1	$248K	Buy	+1,955	New	+$232K	﹤0.01%	511
2023 Q4	–	Sell	-2,059	Closed	-$213K	–	556
2023 Q3	$213K	Hold	2,059	–	–	﹤0.01%	505
2023 Q2	$214K	Hold	2,059	–	–	﹤0.01%	521
2023 Q1	$204K	Hold	2,059	–	–	0.01%	335
2022 Q4	$203K	Buy	+2,059	New	+$204K	0.01%	330

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

Modera Wealth Management's VFMF Position: Q1 2026 in Review

Modera Wealth Management held its Vanguard US Multifactor ETF (VFMF) position steady in Q1 2026 at 1,721 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #553.

Modera Wealth Management first reported a position in VFMF in Q4 2022 and has held it in 13 quarters since. The position peaked at $282K in Q3 2025. 95 funds tracked by Wall St. Rank hold VFMF as of Q1 2026.

Modera Wealth Management held 1,721 shares of Vanguard US Multifactor ETF worth $267K as of Q1 2026.
Modera Wealth Management left its Vanguard US Multifactor ETF share count unchanged in Q1 2026.
Vanguard US Multifactor ETF made up ﹤0.01% of Modera Wealth Management's portfolio in Q1 2026, its #553 holding.
Modera Wealth Management first reported a position in Vanguard US Multifactor ETF in Q4 2022 and has held it in 13 quarters since.
Modera Wealth Management's Vanguard US Multifactor ETF position peaked at $282K in Q3 2025.
95 funds tracked by Wall St. Rank held Vanguard US Multifactor ETF as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.