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 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

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

GWA

Genesis Wealth Advisors Braintree, Massachusetts $167M AUM 17.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

CWMS

Cannon Wealth Management Services Winston Salem, North Carolina $183M AUM 18.59% 1-Year Est. Return

MWA

Medallion Wealth Advisors Farmington, Connecticut $317M AUM 21.26% 1-Year Est. Return

Beacon Financial Planning's VFQY Position: Q2 2026 in Review

Beacon Financial Planning reduced its Vanguard US Quality Factor ETF (VFQY) stake by 7.6% in Q2 2026, selling an estimated $344K and leaving 25,958 shares worth $4.42M. The position accounts for 1.5% of the portfolio, ranked #17.

Beacon Financial Planning first reported a position in VFQY in Q3 2023 and has held it in 12 quarters since. 95 funds tracked by Wall St. Rank hold VFQY as of Q2 2026.

Beacon Financial Planning held 25,958 shares of Vanguard US Quality Factor ETF worth $4.42M as of Q2 2026.
Beacon Financial Planning sold 2,134 Vanguard US Quality Factor ETF shares in Q2 2026, an estimated $344K.
Vanguard US Quality Factor ETF made up 1.5% of Beacon Financial Planning's portfolio in Q2 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 12 quarters since.
95 funds tracked by Wall St. Rank held Vanguard US Quality Factor ETF as of Q2 2026.

Based on Beacon Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.