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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
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

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
BFS
Burrus Financial Services Salt Lake City, Utah $230M AUM 12.35% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

Capital Advisors Wealth Management's VFVA Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its Vanguard US Value Factor ETF (VFVA) stake by 1% in Q2 2026, buying an estimated $61.3K and bringing the position to 42,696 shares worth $6.34M. The position accounts for 0.74% of the portfolio, ranked #34.

Capital Advisors Wealth Management first reported a position in VFVA in Q3 2025 and has held it in 4 quarters since. 93 funds tracked by Wall St. Rank hold VFVA as of Q2 2026.

  • Capital Advisors Wealth Management held 42,696 shares of Vanguard US Value Factor ETF worth $6.34M as of Q2 2026.
  • Capital Advisors Wealth Management bought 427 Vanguard US Value Factor ETF shares in Q2 2026, an estimated $61.3K.
  • Vanguard US Value Factor ETF made up 0.74% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Capital Advisors Wealth Management first reported a position in Vanguard US Value Factor ETF in Q3 2025 and has held it in 4 quarters since.
  • 93 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.