Center for Financial Planning’s Vanguard US Quality Factor ETF VFQY Stock Holding History

Center for Financial Planning’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 Q2	$153K	Hold	900	–	–	0.01%	198
2026 Q1	$134K	Hold	900	–	–	0.01%	204
2025 Q4	$138K	Hold	900	–	–	0.01%	197
2025 Q3	$136K	Hold	900	–	–	0.01%	199
2025 Q2	$129K	Hold	900	–	–	0.01%	195
2025 Q1	$120K	Hold	900	–	–	0.02%	187
2024 Q4	$127K	Hold	900	–	–	0.02%	181
2024 Q3	$129K	Hold	900	–	–	0.02%	169
2024 Q2	$121K	Hold	900	–	–	0.02%	168
2024 Q1	$123K	Hold	900	–	–	0.02%	168
2023 Q4	$114K	Hold	900	–	–	0.02%	164
2023 Q3	$101K	Hold	900	–	–	0.02%	170
2023 Q2	$103K	Hold	900	–	–	0.02%	171
2023 Q1	$97.5K	Hold	900	–	–	0.02%	169
2022 Q4	$94.4K	Hold	900	–	–	0.02%	167
2022 Q3	$86K	Hold	900	–	–	0.02%	167
2022 Q2	$88K	Hold	900	–	–	0.02%	171
2022 Q1	$105K	Hold	900	–	–	0.02%	170
2021 Q4	$114K	Hold	900	–	–	0.02%	165
2021 Q3	$105K	Hold	900	–	–	0.03%	160
2021 Q2	$107K	Hold	900	–	–	0.03%	162
2021 Q1	$101K	Hold	900	–	–	0.03%	160
2020 Q4	$90K	Hold	900	–	–	0.03%	156
2020 Q3	$75K	Sell	900 -177	-16%	-$14.7K	0.02%	163
2020 Q2	$85K	Sell	1,077 -1,849	-63%	-$135K	0.03%	147
2020 Q1	$186K	Buy	+2,926	New	+$230K	0.06%	110

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 $9.72B AUM 29.41% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

GWA

Genesis Wealth Advisors Braintree, Massachusetts $167M AUM 17.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

CWMS

Cannon Wealth Management Services Winston Salem, North Carolina $183M AUM 18.59% 1-Year Est. Return

MWA

Medallion Wealth Advisors Farmington, Connecticut $317M AUM 21.26% 1-Year Est. Return

Center for Financial Planning's VFQY Position: Q2 2026 in Review

Center for Financial Planning held its Vanguard US Quality Factor ETF (VFQY) position steady in Q2 2026 at 900 shares worth $153K. The position accounts for 0.01% of the portfolio, ranked #198.

Center for Financial Planning first reported a position in VFQY in Q1 2020 and has held it in 26 quarters since. The position peaked at $186K in Q1 2020. 95 funds tracked by Wall St. Rank hold VFQY as of Q2 2026.

Center for Financial Planning held 900 shares of Vanguard US Quality Factor ETF worth $153K as of Q2 2026.
Center for Financial Planning left its Vanguard US Quality Factor ETF share count unchanged in Q2 2026.
Vanguard US Quality Factor ETF made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #198 holding.
Center for Financial Planning first reported a position in Vanguard US Quality Factor ETF in Q1 2020 and has held it in 26 quarters since.
Center for Financial Planning's Vanguard US Quality Factor ETF position peaked at $186K in Q1 2020.
95 funds tracked by Wall St. Rank held Vanguard US Quality Factor ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.