Envestnet Portfolio Solutions
VFQY icon

Envestnet Portfolio Solutions’s Vanguard US Quality Factor ETF VFQY Stock Holding History

Envestnet Portfolio Solutions’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
Q1 		$597K Sell
4,002
-2,143
-35% -$333K ﹤0.01% 814
2025
Q4 		$943K Buy
6,145
+367
+6% +$55.7K ﹤0.01% 782
2025
Q3 		$871K Sell
5,778
-243
-4% -$36K ﹤0.01% 787
2025
Q2 		$865K Sell
6,021
-919
-13% -$124K ﹤0.01% 847
2025
Q1 		$928K Buy
6,940
+50
+0.7% +$7.08K ﹤0.01% 821
2024
Q4 		$971K Sell
6,890
-136
-2% -$19.7K ﹤0.01% 942
2024
Q3 		$1M Sell
7,026
-311
-4% -$42.9K ﹤0.01% 891
2024
Q2 		$984K Sell
7,337
-1,688
-19% -$225K ﹤0.01% 867
2024
Q1 		$1.24M Sell
9,025
-2,000
-18% -$260K ﹤0.01% 783
2023
Q4 		$1.39M Sell
11,025
-1,066
-9% -$124K 0.01% 693
2023
Q3 		$1.36M Buy
+12,091
New +$1.4M 0.01% 665

Other funds holding VFQY

ACM
Armbruster Capital Management Pittsford, New York $610M AUM 17.51% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.06B AUM 24.97% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
GWA
Genesis Wealth Advisors Braintree, Massachusetts $150M AUM 15.35% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
BFP
Beacon Financial Planning Hyannis, Massachusetts $258M AUM 16.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CWMS
Cannon Wealth Management Services Winston Salem, North Carolina $148M AUM 13.37% 1-Year Est. Return
MWA
Medallion Wealth Advisors Farmington, Connecticut $306M AUM 16.91% 1-Year Est. Return