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AE Wealth Management’s Vanguard US Quality Factor ETF VFQY Stock Holding History

AE Wealth Management’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
2026
Q1 		$722K Buy
4,837
+1,638
+51% +$255K ﹤0.01% 946
2025
Q4 		$491K Buy
+3,199
New +$485K ﹤0.01% 1062

Other funds holding VFQY

ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
GWA
Genesis Wealth Advisors Braintree, Massachusetts $150M AUM 15.35% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
BFP
Beacon Financial Planning Hyannis, Massachusetts $258M AUM 16.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWMS
Cannon Wealth Management Services Winston Salem, North Carolina $148M AUM 13.37% 1-Year Est. Return
MWA
Medallion Wealth Advisors Farmington, Connecticut $306M AUM 16.91% 1-Year Est. Return

AE Wealth Management's VFQY Position: Q1 2026 in Review

AE Wealth Management increased its Vanguard US Quality Factor ETF (VFQY) stake by 51% in Q1 2026, buying an estimated $255K and bringing the position to 4,837 shares worth $722K. The position accounts for ﹤0.01% of the portfolio, ranked #946.

AE Wealth Management first reported a position in VFQY in Q4 2025 and has held it in 2 quarters since. 96 funds tracked by Wall St. Rank hold VFQY as of Q1 2026.

  • AE Wealth Management held 4,837 shares of Vanguard US Quality Factor ETF worth $722K as of Q1 2026.
  • AE Wealth Management bought 1,638 Vanguard US Quality Factor ETF shares in Q1 2026, an estimated $255K.
  • Vanguard US Quality Factor ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #946 holding.
  • AE Wealth Management first reported a position in Vanguard US Quality Factor ETF in Q4 2025 and has held it in 2 quarters since.
  • 96 funds tracked by Wall St. Rank held Vanguard US Quality Factor ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.