TW
VFMF icon

Transform Wealth’s Vanguard US Multifactor ETF VFMF Stock Holding History

Transform Wealth’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
Q1 		$1.54M Sell
12,170
-2,691
-18% -$355K 0.09% 126
2024
Q4 		$1.94M Buy
+14,861
New +$2M 0.11% 118

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
OCG
Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 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 $7.16B AUM 20.88% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
BSSFA
Baron Silver Stevens Financial Advisors Boca Raton, Florida $791M AUM 18.81% 1-Year Est. Return

Transform Wealth's VFMF Position: Q1 2025 in Review

Transform Wealth reduced its Vanguard US Multifactor ETF (VFMF) stake by 18% in Q1 2025, selling an estimated $355K and leaving 12,170 shares worth $1.54M. The position accounts for 0.09% of the portfolio, ranked #126.

Transform Wealth first reported a position in VFMF in Q4 2024 and has held it in 2 quarters since. The position peaked at $1.94M in Q4 2024. 67 funds tracked by Wall St. Rank hold VFMF as of Q1 2025.

  • Transform Wealth held 12,170 shares of Vanguard US Multifactor ETF worth $1.54M as of Q1 2025.
  • Transform Wealth sold 2,691 Vanguard US Multifactor ETF shares in Q1 2025, an estimated $355K.
  • Vanguard US Multifactor ETF made up 0.09% of Transform Wealth's portfolio in Q1 2025, its #126 holding.
  • Transform Wealth first reported a position in Vanguard US Multifactor ETF in Q4 2024 and has held it in 2 quarters since.
  • Transform Wealth's Vanguard US Multifactor ETF position peaked at $1.94M in Q4 2024.
  • 67 funds tracked by Wall St. Rank held Vanguard US Multifactor ETF as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.