CAWM
VFVA icon

Capital Advisors Wealth Management’s Vanguard US Value Factor ETF VFVA Stock Holding History

Capital Advisors Wealth Management’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 		$6.49M Buy
43,092
+396
+0.9% +$62.3K 0.73% 33
2026
Q2 		$6.34M Buy
42,696
+427
+1% +$61.3K 0.74% 34
2026
Q1 		$5.69M Buy
42,269
+327
+0.8% +$45.2K 0.76% 36
2025
Q4 		$5.57M Buy
41,942
+380
+0.9% +$49K 0.76% 30
2025
Q3 		$5.3M Buy
+41,562
New +$5.16M 0.76% 33

Other funds holding VFVA

SBA
Seven Bridges Advisors New York $221M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Capital Advisors Wealth Management's VFVA Position: Q3 2026 in Review

Capital Advisors Wealth Management increased its Vanguard US Value Factor ETF (VFVA) stake by 0.93% in Q3 2026, buying an estimated $62.3K and bringing the position to 43,092 shares worth $6.49M. The position accounts for 0.73% of the portfolio, ranked #33.

Capital Advisors Wealth Management first reported a position in VFVA in Q3 2025 and has held it in 5 quarters since. 5 funds tracked by Wall St. Rank hold VFVA as of Q3 2026.

  • Capital Advisors Wealth Management held 43,092 shares of Vanguard US Value Factor ETF worth $6.49M as of Q3 2026.
  • Capital Advisors Wealth Management bought 396 Vanguard US Value Factor ETF shares in Q3 2026, an estimated $62.3K.
  • Vanguard US Value Factor ETF made up 0.73% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #33 holding.
  • Capital Advisors Wealth Management first reported a position in Vanguard US Value Factor ETF in Q3 2025 and has held it in 5 quarters since.
  • 5 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.