Per Stirling Capital Management’s Vanguard US Multifactor ETF VFMF Stock Holding History

Per Stirling Capital 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
2025 Q2	–	Sell	-81,920	Closed	-$10.3M	–	288
2025 Q1	$10.3M	Buy	81,920 +2,575	+3%	+$340K	1.49%	14
2024 Q4	$10.4M	Buy	79,345 +2,673	+3%	+$359K	1.47%	15
2024 Q3	$10M	Buy	76,672 +979	+1%	+$124K	1.39%	15
2024 Q2	$9.27M	Buy	+75,693	New	+$9.31M	1.49%	16

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 $424B AUM 22.96% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

OCG

Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BSSFA

Baron Silver Stevens Financial Advisors Boca Raton, Florida $791M AUM 18.81% 1-Year Est. Return

Per Stirling Capital Management's VFMF Position: Q2 2025 in Review

Per Stirling Capital Management sold out of Vanguard US Multifactor ETF (VFMF) in Q2 2025, closing a stake of 81,920 shares — an estimated $10.3M sold.

Per Stirling Capital Management first reported a position in VFMF in Q2 2024 and held it in 4 quarters. The position peaked at $10.4M in Q4 2024. 77 funds tracked by Wall St. Rank hold VFMF as of Q2 2025.

Per Stirling Capital Management reported no remaining Vanguard US Multifactor ETF position as of Q2 2025 after selling out during the quarter.
Per Stirling Capital Management sold 81,920 Vanguard US Multifactor ETF shares in Q2 2025, an estimated $10.3M.
Per Stirling Capital Management first reported a position in Vanguard US Multifactor ETF in Q2 2024 and held it in 4 quarters.
Per Stirling Capital Management's Vanguard US Multifactor ETF position peaked at $10.4M in Q4 2024.
77 funds tracked by Wall St. Rank held Vanguard US Multifactor ETF as of Q2 2025.

Based on Per Stirling Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.