Creative Planning’s Vanguard US Quality Factor ETF VFQY Stock Holding History

Creative 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 Q1	$515K	Sell	3,454 -172	-5%	-$26.7K	﹤0.01%	3008
2025 Q4	$556K	Sell	3,626 -44	-1%	-$6.68K	﹤0.01%	2745
2025 Q3	$553K	Buy	3,670 +1	+0%	+$148	﹤0.01%	2625
2025 Q2	$527K	Buy	3,669 +1,920	+110%	+$259K	﹤0.01%	2432
2025 Q1	$234K	Hold	1,749	–	–	﹤0.01%	2944
2024 Q4	$246K	Buy	1,749 +1	+0.1%	+$145	﹤0.01%	2823
2024 Q3	$250K	Buy	1,748 +217	+14%	+$29.9K	﹤0.01%	2681
2024 Q2	$205K	Sell	1,531 -181	-11%	-$24.1K	﹤0.01%	2657
2024 Q1	$234K	Buy	1,712 +50	+3%	+$6.5K	﹤0.01%	2447
2023 Q4	$210K	Buy	+1,662	New	+$193K	﹤0.01%	2394

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 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 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

Creative Planning's VFQY Position: Q1 2026 in Review

Creative Planning reduced its Vanguard US Quality Factor ETF (VFQY) stake by 4.7% in Q1 2026, selling an estimated $26.7K and leaving 3,454 shares worth $515K. The position accounts for ﹤0.01% of the portfolio, ranked #3008.

Creative Planning first reported a position in VFQY in Q4 2023 and has held it in 10 quarters since. The position peaked at $556K in Q4 2025. 96 funds tracked by Wall St. Rank hold VFQY as of Q1 2026.

Creative Planning held 3,454 shares of Vanguard US Quality Factor ETF worth $515K as of Q1 2026.
Creative Planning sold 172 Vanguard US Quality Factor ETF shares in Q1 2026, an estimated $26.7K.
Vanguard US Quality Factor ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3008 holding.
Creative Planning first reported a position in Vanguard US Quality Factor ETF in Q4 2023 and has held it in 10 quarters since.
Creative Planning's Vanguard US Quality Factor ETF position peaked at $556K in Q4 2025.
96 funds tracked by Wall St. Rank held Vanguard US Quality Factor ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.