Optivise Advisory Services’s Vanguard US Multifactor ETF VFMF Stock Holding History

Optivise Advisory 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
2026 Q3	$224K	Buy	+1,254	New	+$230K	0.11%	202

Other funds holding VFMF

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Opus Capital Group Cincinnati, Ohio $1.02B AUM 13.75% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.69B AUM 20.41% 1-Year Est. Return

Rooted Wealth Advisors Bourbonnais, Illinois $408M AUM 12.75% 1-Year Est. Return

Storen Legacy Partners Zionsville, Indiana $391M AUM 13.88% 1-Year Est. Return

Baron Silver Stevens Financial Advisors Boca Raton, Florida $802M AUM 11.45% 1-Year Est. Return

Optivise Advisory Services's VFMF Position: Q3 2026 in Review

Optivise Advisory Services opened a new position in Vanguard US Multifactor ETF (VFMF) in Q3 2026: 1,254 shares worth $224K. The stake represents 0.11% of the portfolio and ranks #202 among its holdings.

78 funds tracked by Wall St. Rank hold VFMF as of Q3 2026.

Optivise Advisory Services held 1,254 shares of Vanguard US Multifactor ETF worth $224K as of Q3 2026.
Vanguard US Multifactor ETF was a new Optivise Advisory Services position in Q3 2026.
Vanguard US Multifactor ETF made up 0.11% of Optivise Advisory Services's portfolio in Q3 2026, its #202 holding.
78 funds tracked by Wall St. Rank held Vanguard US Multifactor ETF as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.