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Buckingham Strategic Wealth’s Vanguard US Value Factor ETF VFVA Stock Holding History

Buckingham Strategic Wealth’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
2020
Q2 		– Sell
-6,950
Closed -$328K – 482
2020
Q1 		$328K Sell
6,950
-805
-10% -$53.8K 0.03% 327
2019
Q4 		$609K Buy
7,755
+2
+0% +$149 0.06% 214
2019
Q3 		$560K Buy
7,753
+3
+0% +$213 0.06% 215
2019
Q2 		$562K Hold
7,750
– – 0.06% 226
2019
Q1 		$560K Buy
+7,750
New +$559K 0.07% 211

Other funds holding VFVA

ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
RJT
Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
GL
Graypoint LLC Albany, New York $1.78B AUM 16.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Buckingham Strategic Wealth's VFVA Position: Q2 2020 in Review

Buckingham Strategic Wealth sold out of Vanguard US Value Factor ETF (VFVA) in Q2 2020, closing a stake of 6,950 shares — an estimated $328K sold.

Buckingham Strategic Wealth first reported a position in VFVA in Q1 2019 and held it in 5 quarters. The position peaked at $609K in Q4 2019. 18 funds tracked by Wall St. Rank hold VFVA as of Q2 2020.

  • Buckingham Strategic Wealth reported no remaining Vanguard US Value Factor ETF position as of Q2 2020 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 6,950 Vanguard US Value Factor ETF shares in Q2 2020, an estimated $328K.
  • Buckingham Strategic Wealth first reported a position in Vanguard US Value Factor ETF in Q1 2019 and held it in 5 quarters.
  • Buckingham Strategic Wealth's Vanguard US Value Factor ETF position peaked at $609K in Q4 2019.
  • 18 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q2 2020.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2020, filed 3 Aug 2020.