Steward Partners Investment Advisory’s Vanguard US Multifactor ETF VFMF Stock Holding History

Steward Partners Investment 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 Q1	$33.3K	Hold	215	–	–	﹤0.01%	2992
2025 Q4	$32.4K	Hold	215	–	–	﹤0.01%	2903
2025 Q3	$31K	Hold	215	–	–	﹤0.01%	2870
2025 Q2	$28.9K	Hold	215	–	–	﹤0.01%	2755
2025 Q1	$27.2K	Hold	215	–	–	﹤0.01%	2665
2024 Q4	$28.1K	Hold	215	–	–	﹤0.01%	2619
2024 Q3	$28K	Hold	215	–	–	﹤0.01%	2502
2024 Q2	$26.3K	Hold	215	–	–	﹤0.01%	2401
2024 Q1	$27.3K	Hold	215	–	–	﹤0.01%	2382
2023 Q4	$24.7K	Hold	215	–	–	﹤0.01%	2308
2023 Q3	$22.2K	Hold	215	–	–	﹤0.01%	2255
2023 Q2	$22.3K	Hold	215	–	–	﹤0.01%	2238
2023 Q1	$21.3K	Sell	215 -19	-8%	-$1.93K	﹤0.01%	2225
2022 Q4	$23.1K	Buy	234 +19	+9%	+$1.88K	﹤0.01%	2176
2022 Q3	$19K	Hold	215	–	–	﹤0.01%	2255
2022 Q2	$19K	Hold	215	–	–	﹤0.01%	2258
2022 Q1	$22K	Hold	215	–	–	﹤0.01%	2321
2021 Q4	$23K	Hold	215	–	–	﹤0.01%	2267
2021 Q3	$21K	Hold	215	–	–	﹤0.01%	2312
2021 Q2	$22K	Hold	215	–	–	﹤0.01%	4974
2021 Q1	$20.8K	Hold	215	–	–	﹤0.01%	2456
2020 Q4	$18K	Hold	215	–	–	﹤0.01%	2102
2020 Q3	$15K	Sell	215 -245	-53%	-$17.5K	﹤0.01%	1993
2020 Q2	$31K	Hold	460	–	–	﹤0.01%	1604
2020 Q1	$25K	Hold	460	–	–	﹤0.01%	1530
2019 Q4	$37K	Hold	460	–	–	﹤0.01%	1534
2019 Q3	$34K	Hold	460	–	–	﹤0.01%	1522
2019 Q2	$34K	Buy	+460	New	+$34.6K	﹤0.01%	1486
2018 Q4	–	Sell	-245	Closed	-$20K	–	2102
2018 Q3	$20K	Buy	+245	New	+$20.1K	﹤0.01%	1559

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 $374B AUM 17.66% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

OCG

Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

SLP

Storen Legacy Partners Zionsville, Indiana $367M AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

RWA

Rooted Wealth Advisors Bourbonnais, Illinois $379M AUM 13.75% 1-Year Est. Return

Steward Partners Investment Advisory's VFMF Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Vanguard US Multifactor ETF (VFMF) position steady in Q1 2026 at 215 shares worth $33.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2992.

Steward Partners Investment Advisory first reported a position in VFMF in Q3 2018 and has held it in 29 quarters since. The position peaked at $37K in Q4 2019. 95 funds tracked by Wall St. Rank hold VFMF as of Q1 2026.

Steward Partners Investment Advisory held 215 shares of Vanguard US Multifactor ETF worth $33.3K as of Q1 2026.
Steward Partners Investment Advisory left its Vanguard US Multifactor ETF share count unchanged in Q1 2026.
Vanguard US Multifactor ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2992 holding.
Steward Partners Investment Advisory first reported a position in Vanguard US Multifactor ETF in Q3 2018 and has held it in 29 quarters since.
Steward Partners Investment Advisory's Vanguard US Multifactor ETF position peaked at $37K in Q4 2019.
95 funds tracked by Wall St. Rank held Vanguard US Multifactor ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.