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Dakota Wealth Management’s Vanguard US Value Factor ETF VFVA Stock Holding History

Dakota Wealth Management’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
2024
Q2 		– Sell
-2,395
Closed -$286K – 757
2024
Q1 		$286K Hold
2,395
– – 0.01% 592
2023
Q4 		$270K Hold
2,395
– – 0.01% 538
2023
Q3 		$240K Hold
2,395
– – 0.01% 544
2023
Q2 		$239K Hold
2,395
– – 0.01% 541
2023
Q1 		$232K Hold
2,395
– – 0.02% 532
2022
Q4 		$236K Hold
2,395
– – 0.02% 506
2022
Q3 		$208K Hold
2,395
– – 0.02% 496
2022
Q2 		$219K Buy
+2,395
New +$242K 0.02% 431

Other funds holding VFVA

RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 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 $218M AUM 10.22% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
MWM
MorganRosel Wealth Management Highlands Ranch, Colorado $254M AUM 18.87% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return

Dakota Wealth Management's VFVA Position: Q2 2024 in Review

Dakota Wealth Management sold out of Vanguard US Value Factor ETF (VFVA) in Q2 2024, closing a stake of 2,395 shares — an estimated $286K sold.

Dakota Wealth Management first reported a position in VFVA in Q2 2022 and held it in 8 quarters. The position peaked at $286K in Q1 2024. 85 funds tracked by Wall St. Rank hold VFVA as of Q2 2024.

  • Dakota Wealth Management reported no remaining Vanguard US Value Factor ETF position as of Q2 2024 after selling out during the quarter.
  • Dakota Wealth Management sold 2,395 Vanguard US Value Factor ETF shares in Q2 2024, an estimated $286K.
  • Dakota Wealth Management first reported a position in Vanguard US Value Factor ETF in Q2 2022 and held it in 8 quarters.
  • Dakota Wealth Management's Vanguard US Value Factor ETF position peaked at $286K in Q1 2024.
  • 85 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q2 2024.

Based on Dakota Wealth Management's 13F filing for Q2 2024, filed 22 Jul 2024.