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

Empirical 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
2026 Q2	$463K	Hold	3,119	–	–	0.01%	715
2026 Q1	$420K	Hold	3,119	–	–	0.01%	648
2025 Q4	$414K	Hold	3,119	–	–	0.01%	584
2025 Q3	$398K	Hold	3,119	–	–	0.01%	532
2025 Q2	$369K	Hold	3,119	–	–	0.01%	479
2025 Q1	$356K	Hold	3,119	–	–	0.01%	473
2024 Q4	$369K	Buy	+3,119	New	+$383K	0.01%	460

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

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

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $851M AUM 22.16% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

LGA

Lebenthal Global Advisors Hauppauge, New York $741M AUM 22.36% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Empirical Wealth Management's VFVA Position: Q2 2026 in Review

Empirical Wealth Management held its Vanguard US Value Factor ETF (VFVA) position steady in Q2 2026 at 3,119 shares worth $463K. The position accounts for 0.01% of the portfolio, ranked #715.

Empirical Wealth Management first reported a position in VFVA in Q4 2024 and has held it in 7 quarters since. 59 funds tracked by Wall St. Rank hold VFVA as of Q2 2026.

Empirical Wealth Management held 3,119 shares of Vanguard US Value Factor ETF worth $463K as of Q2 2026.
Empirical Wealth Management left its Vanguard US Value Factor ETF share count unchanged in Q2 2026.
Vanguard US Value Factor ETF made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #715 holding.
Empirical Wealth Management first reported a position in Vanguard US Value Factor ETF in Q4 2024 and has held it in 7 quarters since.
59 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.