PWA
VFMF icon

Physician Wealth Advisors’s Vanguard US Multifactor ETF VFMF Stock Holding History

Physician Wealth 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
Q2 		$648K Sell
3,659
-150
-4% -$25.4K 0.08% 102
2026
Q1 		$591K Buy
3,809
+1
+0% +$158 0.08% 96
2025
Q4 		$574K Sell
3,808
-69
-2% -$10.1K 0.08% 96
2025
Q3 		$559K Sell
3,877
-156
-4% -$21.7K 0.08% 97
2025
Q2 		$542K Sell
4,033
-71
-2% -$8.99K 0.09% 94
2025
Q1 		$518K Buy
4,104
+6
+0.1% +$792 0.09% 91
2024
Q4 		$535K Sell
4,098
-163
-4% -$21.9K 0.09% 91
2024
Q3 		$567K Sell
4,261
-100
-2% -$12.7K 0.1% 84
2024
Q2 		$568K Sell
4,361
-12
-0.3% -$1.48K 0.1% 84
2024
Q1 		$524K Sell
4,373
-10
-0.2% -$1.19K 0.11% 88
2023
Q4 		$509K Sell
4,383
-901
-17% -$95.2K 0.11% 87
2023
Q3 		$544K Sell
5,284
-677
-11% -$71.6K 0.14% 75
2023
Q2 		$622K Sell
5,961
-334
-5% -$33K 0.15% 69
2023
Q1 		$626K Sell
6,295
-2,215
-26% -$225K 0.16% 66
2022
Q4 		$875K Sell
8,510
-13
-0.2% -$1.29K 0.24% 51
2022
Q3 		$798K Buy
8,523
+502
+6% +$47.6K 0.25% 56
2022
Q2 		$782K Sell
8,021
-1,071
-12% -$105K 0.23% 60
2022
Q1 		$932K Buy
9,092
+855
+10% +$88.7K 0.25% 55
2021
Q4 		$884K Buy
8,237
+279
+4% +$29.5K 0.23% 59
2021
Q3 		$822K Buy
7,958
+89
+1% +$8.96K 0.23% 59
2021
Q2 		$774K Buy
7,869
+175
+2% +$17.6K 0.22% 59
2021
Q1 		$762K Sell
7,694
-400
-5% -$36.8K 0.25% 59
2020
Q4 		$742K Buy
8,094
+77
+1% +$6.02K 0.25% 56
2020
Q3 		$582K Buy
8,017
+87
+1% +$6.2K 0.23% 58
2020
Q2 		$584K Hold
7,930
– – 0.24% 58
2020
Q1 		$467K Buy
7,930
+175
+2% +$12.7K 0.23% 59
2019
Q4 		$633K Hold
7,755
– – 0.28% 50
2019
Q3 		$617K Buy
+7,755
New +$584K 0.3% 50

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

Physician Wealth Advisors's VFMF Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Vanguard US Multifactor ETF (VFMF) stake by 3.9% in Q2 2026, selling an estimated $25.4K and leaving 3,659 shares worth $648K. The position accounts for 0.08% of the portfolio, ranked #102.

Physician Wealth Advisors first reported a position in VFMF in Q3 2019 and has held it in 28 quarters since. The position peaked at $932K in Q1 2022. 106 funds tracked by Wall St. Rank hold VFMF as of Q2 2026.

  • Physician Wealth Advisors held 3,659 shares of Vanguard US Multifactor ETF worth $648K as of Q2 2026.
  • Physician Wealth Advisors sold 150 Vanguard US Multifactor ETF shares in Q2 2026, an estimated $25.4K.
  • Vanguard US Multifactor ETF made up 0.08% of Physician Wealth Advisors's portfolio in Q2 2026, its #102 holding.
  • Physician Wealth Advisors first reported a position in Vanguard US Multifactor ETF in Q3 2019 and has held it in 28 quarters since.
  • Physician Wealth Advisors's Vanguard US Multifactor ETF position peaked at $932K in Q1 2022.
  • 106 funds tracked by Wall St. Rank held Vanguard US Multifactor ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.