Beacon Financial Planning
VFQY icon

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
Q3 		$4.33M Sell
25,448
-510
-2% -$88.6K 1.48% 18
2026
Q2 		$4.42M Sell
25,958
-2,134
-8% -$344K 1.5% 17
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

Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Royal Fund Management
Royal Fund Management Lady Lake, Florida $1.26B AUM 23.83% 1-Year Est. Return
Capital Advisors Ltd
Capital Advisors Ltd Shaker Heights, Ohio $987M AUM 13.52% 1-Year Est. Return
Coastline Trust
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
M Holdings Securities
M Holdings Securities Portland, Oregon $1.6B AUM 23.68% 1-Year Est. Return

Beacon Financial Planning's VFQY Position: Q3 2026 in Review

Beacon Financial Planning reduced its Vanguard US Quality Factor ETF (VFQY) stake by 2% in Q3 2026, selling an estimated $88.6K and leaving 25,448 shares worth $4.33M. The position accounts for 1.48% of the portfolio, ranked #18.

Beacon Financial Planning first reported a position in VFQY in Q3 2023 and has held it in 13 quarters since. The position peaked at $4.42M in Q2 2026. 46 funds tracked by Wall St. Rank hold VFQY as of Q3 2026.

  • Beacon Financial Planning held 25,448 shares of Vanguard US Quality Factor ETF worth $4.33M as of Q3 2026.
  • Beacon Financial Planning sold 510 Vanguard US Quality Factor ETF shares in Q3 2026, an estimated $88.6K.
  • Vanguard US Quality Factor ETF made up 1.48% of Beacon Financial Planning's portfolio in Q3 2026, its #18 holding.
  • Beacon Financial Planning first reported a position in Vanguard US Quality Factor ETF in Q3 2023 and has held it in 13 quarters since.
  • Beacon Financial Planning's Vanguard US Quality Factor ETF position peaked at $4.42M in Q2 2026.
  • 46 funds tracked by Wall St. Rank held Vanguard US Quality Factor ETF as of Q3 2026.

Based on Beacon Financial Planning's 13F filing for Q3 2026, filed 4 Nov 2026.