Cerity Partners
VFVA icon

Cerity Partners’s Vanguard US Value Factor ETF VFVA Stock Holding History

Cerity Partners’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 		$2.03M Sell
13,708
-895
-6% -$128K ﹤0.01% 1586
2026
Q1 		$1.97M Sell
14,603
-8
-0.1% -$1.11K ﹤0.01% 1505
2025
Q4 		$1.94M Buy
14,611
+3,171
+28% +$409K ﹤0.01% 1384
2025
Q3 		$1.46M Sell
11,440
-121
-1% -$15K ﹤0.01% 1433
2025
Q2 		$1.37M Sell
11,561
-297
-3% -$33.1K ﹤0.01% 1379
2025
Q1 		$1.35M Sell
11,858
-857
-7% -$102K ﹤0.01% 1298
2024
Q4 		$1.51M Buy
12,715
+15
+0.1% +$1.84K ﹤0.01% 1232
2024
Q3 		$1.53M Sell
12,700
-1,344
-10% -$158K ﹤0.01% 1209
2024
Q2 		$1.59M Sell
14,044
-463
-3% -$53K ﹤0.01% 1020
2024
Q1 		$1.73M Buy
14,507
+309
+2% +$34.7K ﹤0.01% 1044
2023
Q4 		$1.6M Buy
14,198
+2,462
+21% +$252K 0.01% 834
2023
Q3 		$1.17M Sell
11,736
-1,794
-13% -$185K 0.01% 712
2023
Q2 		$1.35M Buy
13,530
+9,225
+214% +$885K 0.01% 833
2023
Q1 		$417K Sell
4,305
-371
-8% -$38.1K ﹤0.01% 1384
2022
Q4 		$461K Buy
4,676
+2,054
+78% +$202K ﹤0.01% 972
2022
Q3 		$228K Hold
2,622
– – ﹤0.01% 1008
2022
Q2 		$239K Buy
2,622
+1
+0% +$101 ﹤0.01% 1015
2022
Q1 		$280K Hold
2,621
– – ﹤0.01% 751
2021
Q4 		$275K Hold
2,621
– – ﹤0.01% 811
2021
Q3 		$259K Hold
2,621
– – 0.01% 596
2021
Q2 		$262K Hold
2,621
– – 0.01% 619
2021
Q1 		$248K Hold
2,621
– – 0.01% 606
2020
Q4 		$205K Buy
+2,621
New +$187K 0.01% 593

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
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
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
CAWM
Capital Advisors Wealth Management Yakima, Washington $851M AUM 22.16% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cerity Partners's VFVA Position: Q2 2026 in Review

Cerity Partners reduced its Vanguard US Value Factor ETF (VFVA) stake by 6.1% in Q2 2026, selling an estimated $128K and leaving 13,708 shares worth $2.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1586.

Cerity Partners first reported a position in VFVA in Q4 2020 and has held it in 23 quarters since. 89 funds tracked by Wall St. Rank hold VFVA as of Q2 2026.

  • Cerity Partners held 13,708 shares of Vanguard US Value Factor ETF worth $2.03M as of Q2 2026.
  • Cerity Partners sold 895 Vanguard US Value Factor ETF shares in Q2 2026, an estimated $128K.
  • Vanguard US Value Factor ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1586 holding.
  • Cerity Partners first reported a position in Vanguard US Value Factor ETF in Q4 2020 and has held it in 23 quarters since.
  • 89 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.