Partners in Financial Planning

Position in VFMF — Vanguard U.S. Multifactor ETF

CIK 2054264 SALEM, VA

Position in VFMF

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$2,997,909

+$36,805 QoQ

Shares Held

19,332

-1.6% QoQ

Ownership

—

of shares outstanding

% of Portfolio

1.90%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,997,909	19,332	-1.6%	Shares	Sole	2026-05-11
2025-12-31	$2,961,104	19,646	-1.4%	Shares	Sole	2026-02-02
2025-09-30	$2,873,505	19,917	-0.5%	Shares	Sole	2025-11-10
2025-06-30	$2,692,515	20,019	-2.9%	Shares	Sole	2025-08-04
2025-03-31	$2,604,385	20,619	-1.4%	Shares	Sole	2025-04-30
2024-12-31	$2,729,513	20,903	-0.9%	Shares	Sole	2025-02-12
2024-09-30	$2,750,812	21,096	-0.6%	Shares	Sole	2025-02-26
2024-06-30	$2,596,965	21,216	+0.8%	Shares	Sole	2025-02-26
2024-03-31	$2,670,505	21,046	-8.5%	Shares	Sole	2025-02-26
2023-12-31	$2,642,950	23,013	-1.5%	Shares	Sole	2025-02-26
2023-09-30	$2,412,979	23,368	-0.2%	Shares	Sole	2025-03-04
2023-06-30	$2,433,883	23,423	-2.6%	Shares	Sole	2025-02-26
2023-03-31	$2,382,763	24,045	-0.9%	Shares	Sole	2025-02-26
2022-12-31	$2,398,701	24,270	-0.7%	Shares	Sole	2025-05-05
2022-09-30	$2,144,011	24,429	+0.0%	Shares	Sole	2025-05-05
2022-06-30	$2,187,706	24,418	+0.1%	Shares	Sole	2025-05-05
2022-03-31	$2,538,186	24,404	+0.1%	Shares	Sole	2025-05-05
2021-12-31	$2,614,101	24,383	-5.8%	Shares	Sole	2025-05-05
2021-09-30	$2,579,341	25,897	-0.9%	Shares	Sole	2025-05-05
2021-06-30	$2,638,041	26,120	—	Shares	Sole	2025-05-05
No filing history on record for this holder in this stock.