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Advisor Group’s Vanguard US Quality Factor ETF VFQY Stock Holding History

Advisor Group’s Portfolio VFQY Stock Details VFQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$13K Buy
+150
New +$12.4K ﹤0.01% 4201
2019
Q3 		– Sell
-10
Closed -$1K – 5438
2019
Q2 		$1K Hold
10
– – ﹤0.01% 5155
2019
Q1 		$1K Hold
10
– – ﹤0.01% 5124
2018
Q4 		$1K Hold
10
– – ﹤0.01% 5016
2018
Q3 		$1K Buy
+10
New +$848 ﹤0.01% 5013

Other funds holding VFQY

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
PWMAG
Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.46B AUM 22.77% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.01B AUM 22.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
LWAC
Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Advisor Group's VFQY Position: Q4 2019 in Review

Advisor Group opened a new position in Vanguard US Quality Factor ETF (VFQY) in Q4 2019: 150 shares worth $13K. The stake represents ﹤0.01% of the portfolio and ranks #4201 among its holdings. This is a return to the name: Advisor Group previously reported a position in VFQY as recently as Q2 2019.

Advisor Group first reported a position in VFQY in Q3 2018 and has held it in 5 quarters since. 13 funds tracked by Wall St. Rank hold VFQY as of Q4 2019.

  • Advisor Group held 150 shares of Vanguard US Quality Factor ETF worth $13K as of Q4 2019.
  • Vanguard US Quality Factor ETF was a new Advisor Group position in Q4 2019.
  • Vanguard US Quality Factor ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4201 holding.
  • Advisor Group first reported a position in Vanguard US Quality Factor ETF in Q3 2018 and has held it in 5 quarters since.
  • 13 funds tracked by Wall St. Rank held Vanguard US Quality Factor ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.