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Daviman Financial’s Vanguard US Value Factor ETF VFVA Stock Holding History

Daviman Financial’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
Q2 		$230K Hold
1,548
– – 0.13% 86
2026
Q1 		$208K Sell
1,548
-414
-21% -$57.2K 0.12% 82
2025
Q4 		$261K Buy
+1,962
New +$253K 0.15% 74

Other funds holding VFVA

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 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 $230M AUM 12.35% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

Daviman Financial's VFVA Position: Q2 2026 in Review

Daviman Financial held its Vanguard US Value Factor ETF (VFVA) position steady in Q2 2026 at 1,548 shares worth $230K. The position accounts for 0.13% of the portfolio, ranked #86.

Daviman Financial first reported a position in VFVA in Q4 2025 and has held it in 3 quarters since. The position peaked at $261K in Q4 2025. 93 funds tracked by Wall St. Rank hold VFVA as of Q2 2026.

  • Daviman Financial held 1,548 shares of Vanguard US Value Factor ETF worth $230K as of Q2 2026.
  • Daviman Financial left its Vanguard US Value Factor ETF share count unchanged in Q2 2026.
  • Vanguard US Value Factor ETF made up 0.13% of Daviman Financial's portfolio in Q2 2026, its #86 holding.
  • Daviman Financial first reported a position in Vanguard US Value Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • Daviman Financial's Vanguard US Value Factor ETF position peaked at $261K in Q4 2025.
  • 93 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q2 2026.

Based on Daviman Financial's 13F filing for Q2 2026, filed 27 Jul 2026.