PIFP
VFMF icon

Partners in Financial Planning’s Vanguard US Multifactor ETF VFMF Stock Holding History

Partners in Financial Planning’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 		$3.42M Sell
19,325
-7
-0% -$1.18K 0.52% 26
2026
Q1 		$3M Sell
19,332
-314
-2% -$49.6K 0.5% 27
2025
Q4 		$2.96M Sell
19,646
-271
-1% -$39.7K 0.5% 26
2025
Q3 		$2.87M Sell
19,917
-102
-0.5% -$14.2K 0.5% 26
2025
Q2 		$2.69M Sell
20,019
-600
-3% -$76K 0.5% 26
2025
Q1 		$2.6M Sell
20,619
-284
-1% -$37.5K 0.52% 23
2024
Q4 		$2.73M Sell
20,903
-193
-0.9% -$25.9K 0.56% 23
2024
Q3 		$2.75M Sell
21,096
-120
-0.6% -$15.2K 0.55% 23
2024
Q2 		$2.6M Buy
21,216
+170
+0.8% +$20.9K 0.56% 24
2024
Q1 		$2.67M Sell
21,046
-1,967
-9% -$233K 0.59% 24
2023
Q4 		$2.64M Sell
23,013
-355
-2% -$37.5K 0.62% 23
2023
Q3 		$2.41M Sell
23,368
-55
-0.2% -$5.82K 0.62% 24
2023
Q2 		$2.43M Sell
23,423
-622
-3% -$61.4K 0.62% 24
2023
Q1 		$2.38M Sell
24,045
-225
-0.9% -$22.8K 0.63% 25
2022
Q4 		$2.37M Sell
24,270
-159
-0.7% -$15.7K 0.66% 25
2022
Q3 		$2.5M Buy
24,429
+11
+0% +$1.04K 0.72% 22
2022
Q2 		$2.39M Buy
24,418
+14
+0.1% +$1.38K 0.76% 19
2022
Q1 		$2.45M Buy
24,404
+21
+0.1% +$2.18K 0.77% 18
2021
Q4 		$2.52M Sell
24,383
-1,514
-6% -$160K 0.77% 18
2021
Q3 		$2.58M Sell
25,897
-223
-0.9% -$22.5K 0.8% 18
2021
Q2 		$2.64M Buy
+26,120
New +$2.62M 0.83% 18

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
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Partners in Financial Planning's VFMF Position: Q2 2026 in Review

Partners in Financial Planning reduced its Vanguard US Multifactor ETF (VFMF) stake by 0.04% in Q2 2026, selling an estimated $1.18K and leaving 19,325 shares worth $3.42M. The position accounts for 0.52% of the portfolio, ranked #26.

Partners in Financial Planning first reported a position in VFMF in Q2 2021 and has held it in 21 quarters since. 106 funds tracked by Wall St. Rank hold VFMF as of Q2 2026.

  • Partners in Financial Planning held 19,325 shares of Vanguard US Multifactor ETF worth $3.42M as of Q2 2026.
  • Partners in Financial Planning sold 7 Vanguard US Multifactor ETF shares in Q2 2026, an estimated $1.18K.
  • Vanguard US Multifactor ETF made up 0.52% of Partners in Financial Planning's portfolio in Q2 2026, its #26 holding.
  • Partners in Financial Planning first reported a position in Vanguard US Multifactor ETF in Q2 2021 and has held it in 21 quarters since.
  • 106 funds tracked by Wall St. Rank held Vanguard US Multifactor ETF as of Q2 2026.

Based on Partners in Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.