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

Rooted 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 		$9.66M Buy
54,569
+7,614
+16% +$1.29M 2.36% 10
2026
Q1 		$7.81M Buy
46,955
+10,504
+29% +$1.66M 2.06% 12
2025
Q4 		$5.87M Buy
+36,451
New +$5.34M 1.65% 14

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

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

Rooted Wealth Advisors increased its Vanguard US Multifactor ETF (VFMF) stake by 16% in Q2 2026, buying an estimated $1.29M and bringing the position to 54,569 shares worth $9.66M. The position accounts for 2.36% of the portfolio, ranked #10.

Rooted Wealth Advisors 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.

  • Rooted Wealth Advisors held 54,569 shares of Vanguard US Multifactor ETF worth $9.66M as of Q2 2026.
  • Rooted Wealth Advisors bought 7,614 Vanguard US Multifactor ETF shares in Q2 2026, an estimated $1.29M.
  • Vanguard US Multifactor ETF made up 2.36% of Rooted Wealth Advisors's portfolio in Q2 2026, its #10 holding.
  • Rooted Wealth Advisors 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 Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.