CX Institutional
VFVA icon

CX Institutional’s Vanguard US Value Factor ETF VFVA Stock Holding History

CX Institutional’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
Q3 		$9K Hold
63
– – ﹤0.01% 1376
2026
Q2 		$9K Buy
+63
New +$9.04K ﹤0.01% 1318

Other funds holding VFVA

Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return
Sterling Manor Financial
Sterling Manor Financial Saratoga Springs, New York $173M AUM
Capital Advisors Wealth Management
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
Long Island Wealth Management
Long Island Wealth Management Melville, New York $256M AUM 12.83% 1-Year Est. Return
Seven Bridges Advisors
Seven Bridges Advisors New York $221M AUM
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Rockingstone Advisors
Rockingstone Advisors Great Barrington, Massachusetts $249M AUM 27.79% 1-Year Est. Return
IFS Advisors
IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return
Financial Partners Group (Kansas)
Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return
Stonehearth Capital Management
Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.71% 1-Year Est. Return

CX Institutional's VFVA Position: Q3 2026 in Review

CX Institutional held its Vanguard US Value Factor ETF (VFVA) position steady in Q3 2026 at 63 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #1376.

CX Institutional first reported a position in VFVA in Q2 2026 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold VFVA as of Q3 2026.

  • CX Institutional held 63 shares of Vanguard US Value Factor ETF worth $9K as of Q3 2026.
  • CX Institutional left its Vanguard US Value Factor ETF share count unchanged in Q3 2026.
  • Vanguard US Value Factor ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1376 holding.
  • CX Institutional first reported a position in Vanguard US Value Factor ETF in Q2 2026 and has held it in 2 quarters since.
  • 22 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.