Caitlin John’s Vanguard US Quality Factor ETF VFQY Stock Holding History

Caitlin John’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 Q1	$796K	Sell	5,333 -217	-4%	-$33.7K	0.48%	35
2025 Q4	$851K	Buy	5,550 +114	+2%	+$17.3K	0.56%	36
2025 Q3	$820K	Sell	5,436 -140	-3%	-$20.8K	0.57%	54
2025 Q2	$801K	Sell	5,576 -820	-13%	-$111K	0.73%	53
2025 Q1	$855K	Sell	6,396 -1,610	-20%	-$228K	0.84%	27
2024 Q4	$1.13M	Sell	8,006 -461	-5%	-$66.6K	0.75%	48
2024 Q3	$1.24M	Buy	8,467 +601	+8%	+$82.9K	0.78%	46
2024 Q2	$1.05M	Buy	7,866 +1,086	+16%	+$145K	0.76%	43
2024 Q1	$928K	Buy	6,780 +4,005	+144%	+$521K	0.69%	44
2023 Q4	$351K	Buy	+2,775	New	+$322K	0.29%	82

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 $8.07B AUM 24.97% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

GWA

Genesis Wealth Advisors Braintree, Massachusetts $150M AUM 15.35% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

BFP

Beacon Financial Planning Hyannis, Massachusetts $258M AUM 16.1% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CWMS

Cannon Wealth Management Services Winston Salem, North Carolina $148M AUM 13.37% 1-Year Est. Return

MWA

Medallion Wealth Advisors Farmington, Connecticut $306M AUM 16.91% 1-Year Est. Return

Caitlin John's VFQY Position: Q1 2026 in Review

Caitlin John reduced its Vanguard US Quality Factor ETF (VFQY) stake by 3.9% in Q1 2026, selling an estimated $33.7K and leaving 5,333 shares worth $796K. The position accounts for 0.48% of the portfolio, ranked #35.

Caitlin John first reported a position in VFQY in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.24M in Q3 2024. 96 funds tracked by Wall St. Rank hold VFQY as of Q1 2026.

Caitlin John held 5,333 shares of Vanguard US Quality Factor ETF worth $796K as of Q1 2026.
Caitlin John sold 217 Vanguard US Quality Factor ETF shares in Q1 2026, an estimated $33.7K.
Vanguard US Quality Factor ETF made up 0.48% of Caitlin John's portfolio in Q1 2026, its #35 holding.
Caitlin John first reported a position in Vanguard US Quality Factor ETF in Q4 2023 and has held it in 10 quarters since.
Caitlin John's Vanguard US Quality Factor ETF position peaked at $1.24M in Q3 2024.
96 funds tracked by Wall St. Rank held Vanguard US Quality Factor ETF as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.