Walkner Condon Financial Advisors’s Vanguard US Multifactor ETF VFMF Stock Holding History

Walkner Condon Financial 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	$2.72M	Sell	15,363 -573	-4%	-$96.9K	0.31%	65
2026 Q1	$2.47M	Sell	15,936 -1,525	-9%	-$241K	0.33%	69
2025 Q4	$2.63M	Buy	17,461 +238	+1%	+$34.9K	0.37%	64
2025 Q3	$2.48M	Buy	17,223 +133	+0.8%	+$18.5K	0.39%	61
2025 Q2	$2.3M	Sell	17,090 -4,111	-19%	-$521K	0.42%	58
2025 Q1	$2.68M	Sell	21,201 -422	-2%	-$55.7K	0.54%	46
2024 Q4	$2.82M	Sell	21,623 -150	-0.7%	-$20.1K	0.57%	47
2024 Q3	$2.84M	Buy	21,773 +2,518	+13%	+$319K	0.58%	46
2024 Q2	$2.36M	Buy	19,255 +4,513	+31%	+$555K	0.51%	51
2024 Q1	$1.87M	Buy	14,742 +3,382	+30%	+$401K	0.4%	62
2023 Q4	$1.3M	Buy	11,360 +5,270	+87%	+$557K	0.3%	78
2023 Q3	$629K	Buy	6,090 +2,280	+60%	+$241K	0.17%	114
2023 Q2	$396K	Buy	+3,810	New	+$376K	0.1%	152

Other funds holding VFMF

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SLP

Storen Legacy Partners Zionsville, Indiana $367M AUM

RWA

Rooted Wealth Advisors Bourbonnais, Illinois $408M AUM 18.96% 1-Year Est. Return

Walkner Condon Financial Advisors's VFMF Position: Q2 2026 in Review

Walkner Condon Financial Advisors reduced its Vanguard US Multifactor ETF (VFMF) stake by 3.6% in Q2 2026, selling an estimated $96.9K and leaving 15,363 shares worth $2.72M. The position accounts for 0.31% of the portfolio, ranked #65.

Walkner Condon Financial Advisors first reported a position in VFMF in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.84M in Q3 2024. 105 funds tracked by Wall St. Rank hold VFMF as of Q2 2026.

Walkner Condon Financial Advisors held 15,363 shares of Vanguard US Multifactor ETF worth $2.72M as of Q2 2026.
Walkner Condon Financial Advisors sold 573 Vanguard US Multifactor ETF shares in Q2 2026, an estimated $96.9K.
Vanguard US Multifactor ETF made up 0.31% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #65 holding.
Walkner Condon Financial Advisors first reported a position in Vanguard US Multifactor ETF in Q2 2023 and has held it in 13 quarters since.
Walkner Condon Financial Advisors's Vanguard US Multifactor ETF position peaked at $2.84M in Q3 2024.
105 funds tracked by Wall St. Rank held Vanguard US Multifactor ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.