Corient Private Wealth
VFQY icon

Corient Private Wealth’s Vanguard US Quality Factor ETF VFQY Stock Holding History

Corient Private Wealth’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 		$1.93M Sell
12,929
-11,453
-47% -$1.78M ﹤0.01% 1291
2025
Q4 		$3.74M Buy
24,382
+12,230
+101% +$1.86M ﹤0.01% 1199
2025
Q3 		$1.83M Buy
12,152
+33
+0.3% +$4.89K ﹤0.01% 1102
2025
Q2 		$1.74M Buy
12,119
+39
+0.3% +$5.27K ﹤0.01% 1095
2025
Q1 		$1.61M Buy
12,080
+39
+0.3% +$5.52K ﹤0.01% 1059
2024
Q4 		$1.7M Buy
12,041
+44
+0.4% +$6.36K ﹤0.01% 1062
2024
Q3 		$1.71M Buy
11,997
+83
+0.7% +$11.4K ﹤0.01% 1166
2024
Q2 		$1.6M Hold
11,914
– – ﹤0.01% 1133
2024
Q1 		$1.63M Buy
11,914
+35
+0.3% +$4.55K ﹤0.01% 1122
2023
Q4 		$1.5M Buy
11,879
+47
+0.4% +$5.46K ﹤0.01% 1131
2023
Q3 		$1.33M Buy
11,832
+39
+0.3% +$4.51K ﹤0.01% 1088
2023
Q2 		$1.35M Buy
11,793
+50
+0.4% +$5.42K ﹤0.01% 1050
2023
Q1 		$1.27M Buy
+11,743
New +$1.28M ﹤0.01% 998

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
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
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

Corient Private Wealth's VFQY Position: Q1 2026 in Review

Corient Private Wealth reduced its Vanguard US Quality Factor ETF (VFQY) stake by 47% in Q1 2026, selling an estimated $1.78M and leaving 12,929 shares worth $1.93M. The position accounts for ﹤0.01% of the portfolio, ranked #1291.

Corient Private Wealth first reported a position in VFQY in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.74M in Q4 2025. 96 funds tracked by Wall St. Rank hold VFQY as of Q1 2026.

  • Corient Private Wealth held 12,929 shares of Vanguard US Quality Factor ETF worth $1.93M as of Q1 2026.
  • Corient Private Wealth sold 11,453 Vanguard US Quality Factor ETF shares in Q1 2026, an estimated $1.78M.
  • Vanguard US Quality Factor ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1291 holding.
  • Corient Private Wealth first reported a position in Vanguard US Quality Factor ETF in Q1 2023 and has held it in 13 quarters since.
  • Corient Private Wealth's Vanguard US Quality Factor ETF position peaked at $3.74M in Q4 2025.
  • 96 funds tracked by Wall St. Rank held Vanguard US Quality Factor ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.