Creative Planning
VFQY icon

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
Q2 		$588K Hold
3,454
– – ﹤0.01% 3071
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 $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
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
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

Creative Planning's VFQY Position: Q2 2026 in Review

Creative Planning held its Vanguard US Quality Factor ETF (VFQY) position steady in Q2 2026 at 3,454 shares worth $588K. The position accounts for ﹤0.01% of the portfolio, ranked #3071.

Creative Planning first reported a position in VFQY in Q4 2023 and has held it in 11 quarters since. 95 funds tracked by Wall St. Rank hold VFQY as of Q2 2026.

  • Creative Planning held 3,454 shares of Vanguard US Quality Factor ETF worth $588K as of Q2 2026.
  • Creative Planning left its Vanguard US Quality Factor ETF share count unchanged in Q2 2026.
  • Vanguard US Quality Factor ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3071 holding.
  • Creative Planning first reported a position in Vanguard US Quality Factor ETF in Q4 2023 and has held it in 11 quarters since.
  • 95 funds tracked by Wall St. Rank held Vanguard US Quality Factor ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.