Burrus Financial Services
VFVA icon

Burrus Financial Services’s Vanguard US Value Factor ETF VFVA Stock Holding History

Burrus Financial Services’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
2026
Q3 		$25.9M Sell
172,021
-22,981
-12% -$3.62M 11.69% 5
2026
Q2 		$28.9M Sell
195,002
-3,473
-2% -$498K 12.57% 4
2026
Q1 		$26.7M Buy
198,475
+16,475
+9% +$2.28M 12.23% 5
2025
Q4 		$22.1M Sell
182,000
-21,636
-11% -$2.79M 12.55% 6
2025
Q3 		$26M Buy
203,636
+1,381
+0.7% +$171K 11.91% 4
2025
Q2 		$23.9M Buy
202,255
+6,594
+3% +$735K 11.45% 5
2025
Q1 		$22.3M Sell
195,661
-3,365
-2% -$401K 11.34% 5
2024
Q4 		$23.6M Sell
199,026
-3,184
-2% -$391K 12.11% 5
2024
Q3 		$24.4M Sell
202,210
-27,476
-12% -$3.22M 12.08% 5
2024
Q2 		$26M Buy
229,686
+1,885
+0.8% +$216K 13.25% 4
2024
Q1 		$27.2M Sell
227,801
-11,476
-5% -$1.29M 13.93% 4
2023
Q4 		$27M Sell
239,277
-80,574
-25% -$8.24M 14.24% 4
2023
Q3 		$32M Buy
319,851
+7,542
+2% +$777K 18.19% 3
2023
Q2 		$31.1M Buy
312,309
+6,797
+2% +$652K 17.12% 3
2023
Q1 		$29.6M Sell
305,512
-26,057
-8% -$2.68M 16.93% 3
2022
Q4 		$32.7M Buy
331,569
+154,287
+87% +$15.2M 18.95% 3
2022
Q3 		$15.4M Buy
177,282
+160
+0.1% +$15.5K 9.48% 5
2022
Q2 		$16.2M Sell
177,122
-774
-0.4% -$78.2K 9.28% 5
2022
Q1 		$19M Buy
+177,896
New +$18.8M 9.7% 5

Other funds holding VFVA

Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
RWA Wealth Partners
RWA Wealth Partners Newton, Massachusetts $10.5B AUM 15.72% 1-Year Est. Return
Sterling Manor Financial
Sterling Manor Financial Saratoga Springs, New York $173M AUM
UMB Bank
UMB Bank Kansas City, Missouri $7.69B AUM 20.41% 1-Year Est. Return
Capital Advisors Wealth Management
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return

Burrus Financial Services's VFVA Position: Q3 2026 in Review

Burrus Financial Services reduced its Vanguard US Value Factor ETF (VFVA) stake by 12% in Q3 2026, selling an estimated $3.62M and leaving 172,021 shares worth $25.9M. The position accounts for 11.69% of the portfolio, ranked #5.

Burrus Financial Services first reported a position in VFVA in Q1 2022 and has held it in 19 quarters since. The position peaked at $32.7M in Q4 2022. 93 funds tracked by Wall St. Rank hold VFVA as of Q3 2026.

  • Burrus Financial Services held 172,021 shares of Vanguard US Value Factor ETF worth $25.9M as of Q3 2026.
  • Burrus Financial Services sold 22,981 Vanguard US Value Factor ETF shares in Q3 2026, an estimated $3.62M.
  • Vanguard US Value Factor ETF made up 11.69% of Burrus Financial Services's portfolio in Q3 2026, its #5 holding.
  • Burrus Financial Services first reported a position in Vanguard US Value Factor ETF in Q1 2022 and has held it in 19 quarters since.
  • Burrus Financial Services's Vanguard US Value Factor ETF position peaked at $32.7M in Q4 2022.
  • 93 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q3 2026.

Based on Burrus Financial Services's 13F filing for Q3 2026, filed 22 Oct 2026.