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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
Q2 		$746K Sell
4,380
-457
-9% -$73.7K ﹤0.01% 1036
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 $9.72B AUM 29.41% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
GWA
Genesis Wealth Advisors Braintree, Massachusetts $167M AUM 17.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
CWMS
Cannon Wealth Management Services Winston Salem, North Carolina $183M AUM 18.59% 1-Year Est. Return
MWA
Medallion Wealth Advisors Farmington, Connecticut $317M AUM 21.26% 1-Year Est. Return

AE Wealth Management's VFQY Position: Q2 2026 in Review

AE Wealth Management reduced its Vanguard US Quality Factor ETF (VFQY) stake by 9.4% in Q2 2026, selling an estimated $73.7K and leaving 4,380 shares worth $746K. The position accounts for ﹤0.01% of the portfolio, ranked #1036.

AE Wealth Management first reported a position in VFQY in Q4 2025 and has held it in 3 quarters since. 95 funds tracked by Wall St. Rank hold VFQY as of Q2 2026.

  • AE Wealth Management held 4,380 shares of Vanguard US Quality Factor ETF worth $746K as of Q2 2026.
  • AE Wealth Management sold 457 Vanguard US Quality Factor ETF shares in Q2 2026, an estimated $73.7K.
  • Vanguard US Quality Factor ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1036 holding.
  • AE Wealth Management first reported a position in Vanguard US Quality Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 95 funds tracked by Wall St. Rank held Vanguard US Quality Factor ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.