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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
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

ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RA
Rockingstone Advisors Great Barrington, Massachusetts $249M AUM 31.06% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
LG
LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Burrus Financial Services's VFVA Position: Q2 2026 in Review

Burrus Financial Services reduced its Vanguard US Value Factor ETF (VFVA) stake by 1.7% in Q2 2026, selling an estimated $498K and leaving 195,002 shares worth $28.9M. The position accounts for 12.57% of the portfolio, ranked #4.

Burrus Financial Services first reported a position in VFVA in Q1 2022 and has held it in 18 quarters since. The position peaked at $32.7M in Q4 2022. 15 funds tracked by Wall St. Rank hold VFVA as of Q2 2026.

  • Burrus Financial Services held 195,002 shares of Vanguard US Value Factor ETF worth $28.9M as of Q2 2026.
  • Burrus Financial Services sold 3,473 Vanguard US Value Factor ETF shares in Q2 2026, an estimated $498K.
  • Vanguard US Value Factor ETF made up 12.57% of Burrus Financial Services's portfolio in Q2 2026, its #4 holding.
  • Burrus Financial Services first reported a position in Vanguard US Value Factor ETF in Q1 2022 and has held it in 18 quarters since.
  • Burrus Financial Services's Vanguard US Value Factor ETF position peaked at $32.7M in Q4 2022.
  • 15 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q2 2026.

Based on Burrus Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.