Beacon Financial Planning’s Vanguard US Quality Factor ETF VFQY Stock Holding History

Beacon Financial Planning’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	$4.19M	Buy	28,092 +9,052	+48%	+$1.41M	1.62%	17
2025 Q4	$2.92M	Buy	19,040 +143	+0.8%	+$21.7K	1.41%	18
2025 Q3	$2.85M	Buy	18,897 +399	+2%	+$59.1K	1.48%	17
2025 Q2	$2.66M	Sell	18,498 -922	-5%	-$125K	1.48%	15
2025 Q1	$2.6M	Buy	19,420 +331	+2%	+$46.9K	1.49%	15
2024 Q4	$2.69M	Buy	19,089 +491	+3%	+$71K	1.57%	14
2024 Q3	$2.66M	Buy	18,598 +4,621	+33%	+$637K	1.64%	13
2024 Q2	$1.87M	Buy	13,977 +4,899	+54%	+$652K	1.27%	14
2024 Q1	$1.24M	Buy	9,078 +4,438	+96%	+$577K	0.87%	14
2023 Q4	$587K	Buy	4,640 +1,316	+40%	+$153K	0.46%	20
2023 Q3	$373K	Buy	+3,324	New	+$384K	0.32%	20

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 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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Beacon Financial Planning's VFQY Position: Q1 2026 in Review

Beacon Financial Planning increased its Vanguard US Quality Factor ETF (VFQY) stake by 48% in Q1 2026, buying an estimated $1.41M and bringing the position to 28,092 shares worth $4.19M. The position accounts for 1.62% of the portfolio, ranked #17.

Beacon Financial Planning first reported a position in VFQY in Q3 2023 and has held it in 11 quarters since. 96 funds tracked by Wall St. Rank hold VFQY as of Q1 2026.

Beacon Financial Planning held 28,092 shares of Vanguard US Quality Factor ETF worth $4.19M as of Q1 2026.
Beacon Financial Planning bought 9,052 Vanguard US Quality Factor ETF shares in Q1 2026, an estimated $1.41M.
Vanguard US Quality Factor ETF made up 1.62% of Beacon Financial Planning's portfolio in Q1 2026, its #17 holding.
Beacon Financial Planning first reported a position in Vanguard US Quality Factor ETF in Q3 2023 and has held it in 11 quarters since.
96 funds tracked by Wall St. Rank held Vanguard US Quality Factor ETF as of Q1 2026.

Based on Beacon Financial Planning's 13F filing for Q1 2026, filed 22 Apr 2026.