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Principal Securities’s Vanguard US Multifactor ETF VFMF Stock Holding History

Principal Securities’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
Q4 		– Sell
-886
Closed -$128K – 3428
2025
Q3 		$128K Hold
886
– – ﹤0.01% 1480
2025
Q2 		$119K Sell
886
-99
-10% -$12.5K ﹤0.01% 1460
2025
Q1 		$129K Hold
985
– – ﹤0.01% 1324
2024
Q4 		$129K Hold
985
– – ﹤0.01% 1323
2024
Q3 		$128K Sell
985
-73
-7% -$9.24K ﹤0.01% 1285
2024
Q2 		$130K Hold
1,058
– – ﹤0.01% 1215
2024
Q1 		$134K Buy
1,058
+126
+14% +$14.9K ﹤0.01% 1173
2023
Q4 		$107K Buy
+932
New +$98.4K ﹤0.01% 1169

Other funds holding VFMF

AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
SLP
Storen Legacy Partners Zionsville, Indiana $367M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
RWA
Rooted Wealth Advisors Bourbonnais, Illinois $379M AUM 13.75% 1-Year Est. Return

Principal Securities's VFMF Position: Q4 2025 in Review

Principal Securities sold out of Vanguard US Multifactor ETF (VFMF) in Q4 2025, closing a stake of 886 shares — an estimated $128K sold.

Principal Securities first reported a position in VFMF in Q4 2023 and held it in 8 quarters. The position peaked at $134K in Q1 2024. 83 funds tracked by Wall St. Rank hold VFMF as of Q4 2025.

  • Principal Securities reported no remaining Vanguard US Multifactor ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 886 Vanguard US Multifactor ETF shares in Q4 2025, an estimated $128K.
  • Principal Securities first reported a position in Vanguard US Multifactor ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Vanguard US Multifactor ETF position peaked at $134K in Q1 2024.
  • 83 funds tracked by Wall St. Rank held Vanguard US Multifactor ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.