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Allworth Financial’s Vanguard US Value Factor ETF VFVA Stock Holding History

Allworth Financial’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
2024
Q3 		– Sell
-789
Closed -$93.7K – 3842
2024
Q2 		$93.7K Buy
+789
New +$90.3K ﹤0.01% 1104

Other funds holding VFVA

RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 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 $230M AUM 12.35% 1-Year Est. Return
SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
MWM
MorganRosel Wealth Management Highlands Ranch, Colorado $296M AUM 25.25% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $858M AUM 26.13% 1-Year Est. Return

Allworth Financial's VFVA Position: Q3 2024 in Review

Allworth Financial sold out of Vanguard US Value Factor ETF (VFVA) in Q3 2024, closing a stake of 789 shares — an estimated $93.7K sold.

Allworth Financial first reported a position in VFVA in Q2 2024 and held it in 1 quarter. The position peaked at $93.7K in Q2 2024. 84 funds tracked by Wall St. Rank hold VFVA as of Q3 2024.

  • Allworth Financial reported no remaining Vanguard US Value Factor ETF position as of Q3 2024 after selling out during the quarter.
  • Allworth Financial sold 789 Vanguard US Value Factor ETF shares in Q3 2024, an estimated $93.7K.
  • Allworth Financial first reported a position in Vanguard US Value Factor ETF in Q2 2024 and held it in 1 quarter.
  • Allworth Financial's Vanguard US Value Factor ETF position peaked at $93.7K in Q2 2024.
  • 84 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q3 2024.

Based on Allworth Financial's 13F filing for Q3 2024, filed 23 Oct 2024.