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Studio Investment Management’s Vanguard US Multifactor ETF VFMF Stock Holding History

Studio Investment Management’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 		$301K Buy
1,941
+123
+7% +$19.4K 0.05% 151
2025
Q4 		$274K Buy
1,818
+219
+14% +$32.1K 0.05% 158
2025
Q3 		$231K Buy
+1,599
New +$223K 0.04% 163

Other funds holding VFMF

AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SL
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UB
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
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

Studio Investment Management's VFMF Position: Q1 2026 in Review

Studio Investment Management increased its Vanguard US Multifactor ETF (VFMF) stake by 6.8% in Q1 2026, buying an estimated $19.4K and bringing the position to 1,941 shares worth $301K. The position accounts for 0.05% of the portfolio, ranked #151.

Studio Investment Management first reported a position in VFMF in Q3 2025 and has held it in 3 quarters since. 95 funds tracked by Wall St. Rank hold VFMF as of Q1 2026.

  • Studio Investment Management held 1,941 shares of Vanguard US Multifactor ETF worth $301K as of Q1 2026.
  • Studio Investment Management bought 123 Vanguard US Multifactor ETF shares in Q1 2026, an estimated $19.4K.
  • Vanguard US Multifactor ETF made up 0.05% of Studio Investment Management's portfolio in Q1 2026, its #151 holding.
  • Studio Investment Management first reported a position in Vanguard US Multifactor ETF in Q3 2025 and has held it in 3 quarters since.
  • 95 funds tracked by Wall St. Rank held Vanguard US Multifactor ETF as of Q1 2026.

Based on Studio Investment Management's 13F filing for Q1 2026, filed 5 May 2026.