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Andesa Financial Management’s Vanguard US Quality Factor ETF VFQY Stock Holding History

Andesa Financial 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
2023
Q1 		$650K Buy
12,000
+6,000
+100% +$656K 0.33% 66
2022
Q4 		$629K Sell
6,000
-6,000
-50% -$632K 0.34% 72
2022
Q3 		$1.14M Buy
+12,000
New +$1.25M 0.4% 63

Other funds holding VFQY

ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
GFS
GYL Financial Synergies West Hartford, Connecticut $1.33B AUM 34.46% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Andesa Financial Management's VFQY Position: Q1 2023 in Review

Andesa Financial Management increased its Vanguard US Quality Factor ETF (VFQY) stake by 100% in Q1 2023, buying an estimated $656K and bringing the position to 12,000 shares worth $650K. The position accounts for 0.33% of the portfolio, ranked #66.

Andesa Financial Management first reported a position in VFQY in Q3 2022 and has held it in 3 quarters since. The position peaked at $1.14M in Q3 2022. 54 funds tracked by Wall St. Rank hold VFQY as of Q1 2023.

  • Andesa Financial Management held 12,000 shares of Vanguard US Quality Factor ETF worth $650K as of Q1 2023.
  • Andesa Financial Management bought 6,000 Vanguard US Quality Factor ETF shares in Q1 2023, an estimated $656K.
  • Vanguard US Quality Factor ETF made up 0.33% of Andesa Financial Management's portfolio in Q1 2023, its #66 holding.
  • Andesa Financial Management first reported a position in Vanguard US Quality Factor ETF in Q3 2022 and has held it in 3 quarters since.
  • Andesa Financial Management's Vanguard US Quality Factor ETF position peaked at $1.14M in Q3 2022.
  • 54 funds tracked by Wall St. Rank held Vanguard US Quality Factor ETF as of Q1 2023.

Based on Andesa Financial Management's 13F filing for Q1 2023, filed 5 May 2023.