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EP Wealth Advisors’s Vanguard US Value Factor ETF VFVA Stock Holding History

EP Wealth Advisors’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
Q1 		$4.52M Sell
33,561
-49
-0.1% -$6.77K 0.02% 332
2025
Q4 		$4.46M Buy
+33,610
New +$4.34M 0.02% 301
2025
Q2 		$4.22M Sell
35,649
-327
-0.9% -$36.5K 0.03% 288
2025
Q1 		$4.1M Sell
35,976
-485
-1% -$57.8K 0.03% 246
2024
Q4 		$4.32M Sell
36,461
-1,178
-3% -$145K 0.04% 235
2024
Q3 		$4.54M Sell
37,639
-6,669
-15% -$782K 0.04% 229
2024
Q2 		$5.01M Sell
44,308
-1,861
-4% -$213K 0.05% 182
2024
Q1 		$5.51M Buy
46,169
+100
+0.2% +$11.2K 0.06% 161
2023
Q4 		$5.19M Sell
46,069
-93
-0.2% -$9.51K 0.07% 155
2023
Q3 		$4.62M Sell
46,162
-390,938
-89% -$40.3M 0.07% 152
2023
Q2 		$4.67M Buy
437,100
+432,168
+8,763% +$41.5M 0.07% 154
2023
Q1 		$384K Sell
4,932
-43,797
-90% -$4.5M 0.01% 443
2022
Q4 		$4.81M Sell
48,729
-4,456
-8% -$438K 0.09% 128
2022
Q3 		$4.62M Sell
53,185
-2,148
-4% -$208K 0.1% 116
2022
Q2 		$5.05M Sell
55,333
-8,697
-14% -$878K 0.11% 106
2022
Q1 		$6.83M Buy
+64,030
New +$6.77M 0.15% 91

Other funds holding VFVA

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 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
EH
Equitable Holdings New York $15.5B AUM 19.09% 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 $21.1B AUM 40.03% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return

EP Wealth Advisors's VFVA Position: Q1 2026 in Review

EP Wealth Advisors reduced its Vanguard US Value Factor ETF (VFVA) stake by 0.15% in Q1 2026, selling an estimated $6.77K and leaving 33,561 shares worth $4.52M. The position accounts for 0.02% of the portfolio, ranked #332.

EP Wealth Advisors first reported a position in VFVA in Q1 2022 and has held it in 16 quarters since. The position peaked at $6.83M in Q1 2022. 94 funds tracked by Wall St. Rank hold VFVA as of Q1 2026.

  • EP Wealth Advisors held 33,561 shares of Vanguard US Value Factor ETF worth $4.52M as of Q1 2026.
  • EP Wealth Advisors sold 49 Vanguard US Value Factor ETF shares in Q1 2026, an estimated $6.77K.
  • Vanguard US Value Factor ETF made up 0.02% of EP Wealth Advisors's portfolio in Q1 2026, its #332 holding.
  • EP Wealth Advisors first reported a position in Vanguard US Value Factor ETF in Q1 2022 and has held it in 16 quarters since.
  • EP Wealth Advisors's Vanguard US Value Factor ETF position peaked at $6.83M in Q1 2022.
  • 94 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.