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Moneta Group Investment Advisors’s Vanguard US Multifactor ETF VFMF Stock Holding History

Moneta Group Investment Advisors’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 		– Sell
-1,344
Closed -$203K – 859
2025
Q4 		$203K Buy
+1,344
New +$197K ﹤0.01% 777

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 $1.03B AUM 20.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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 $408M AUM 18.96% 1-Year Est. Return

Moneta Group Investment Advisors's VFMF Position: Q1 2026 in Review

Moneta Group Investment Advisors sold out of Vanguard US Multifactor ETF (VFMF) in Q1 2026, closing a stake of 1,344 shares — an estimated $203K sold.

Moneta Group Investment Advisors first reported a position in VFMF in Q4 2025 and held it in 1 quarter. The position peaked at $203K in Q4 2025. 95 funds tracked by Wall St. Rank hold VFMF as of Q1 2026.

  • Moneta Group Investment Advisors reported no remaining Vanguard US Multifactor ETF position as of Q1 2026 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 1,344 Vanguard US Multifactor ETF shares in Q1 2026, an estimated $203K.
  • Moneta Group Investment Advisors first reported a position in Vanguard US Multifactor ETF in Q4 2025 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Vanguard US Multifactor ETF position peaked at $203K in Q4 2025.
  • 95 funds tracked by Wall St. Rank held Vanguard US Multifactor ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.