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Perryman Financial Advisory’s Vanguard US Multifactor ETF VFMF Stock Holding History

Perryman Financial Advisory’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 		$1.67M Buy
9,442
+297
+3% +$50.2K 0.22% 81
2026
Q1 		$1.42M Buy
9,145
+843
+10% +$133K 0.21% 79
2025
Q4 		$1.25M Buy
+8,302
New +$1.22M 0.18% 82

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

Perryman Financial Advisory's VFMF Position: Q2 2026 in Review

Perryman Financial Advisory increased its Vanguard US Multifactor ETF (VFMF) stake by 3.2% in Q2 2026, buying an estimated $50.2K and bringing the position to 9,442 shares worth $1.67M. The position accounts for 0.22% of the portfolio, ranked #81.

Perryman Financial Advisory first reported a position in VFMF in Q4 2025 and has held it in 3 quarters since. 105 funds tracked by Wall St. Rank hold VFMF as of Q2 2026.

  • Perryman Financial Advisory held 9,442 shares of Vanguard US Multifactor ETF worth $1.67M as of Q2 2026.
  • Perryman Financial Advisory bought 297 Vanguard US Multifactor ETF shares in Q2 2026, an estimated $50.2K.
  • Vanguard US Multifactor ETF made up 0.22% of Perryman Financial Advisory's portfolio in Q2 2026, its #81 holding.
  • Perryman Financial Advisory first reported a position in Vanguard US Multifactor ETF in Q4 2025 and has held it in 3 quarters since.
  • 105 funds tracked by Wall St. Rank held Vanguard US Multifactor ETF as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.