AA
VFVA icon

Alesco Advisors’s Vanguard US Value Factor ETF VFVA Stock Holding History

Alesco Advisors’s Portfolio VFVA Stock Details VFVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,275
Closed -$224K – 165
2022
Q4 		$224K Buy
+2,275
New +$224K 0.01% 159

Other funds holding VFVA

RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
BFS
Burrus Financial Services Salt Lake City, Utah $218M AUM 10.22% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return
CCP
Cassia Capital Partners Winston Salem, North Carolina $194M AUM 16.42% 1-Year Est. Return

Alesco Advisors's VFVA Position: Q1 2023 in Review

Alesco Advisors sold out of Vanguard US Value Factor ETF (VFVA) in Q1 2023, closing a stake of 2,275 shares — an estimated $224K sold.

Alesco Advisors first reported a position in VFVA in Q4 2022 and held it in 1 quarter. The position peaked at $224K in Q4 2022. 71 funds tracked by Wall St. Rank hold VFVA as of Q1 2023.

  • Alesco Advisors reported no remaining Vanguard US Value Factor ETF position as of Q1 2023 after selling out during the quarter.
  • Alesco Advisors sold 2,275 Vanguard US Value Factor ETF shares in Q1 2023, an estimated $224K.
  • Alesco Advisors first reported a position in Vanguard US Value Factor ETF in Q4 2022 and held it in 1 quarter.
  • Alesco Advisors's Vanguard US Value Factor ETF position peaked at $224K in Q4 2022.
  • 71 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q1 2023.

Based on Alesco Advisors's 13F filing for Q1 2023, filed 24 Apr 2023.