EFS
VFVA icon

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

Essex Financial Services’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 		$590K Buy
4,386
+11
+0.3% +$1.52K 0.03% 414
2025
Q4 		$581K Buy
4,375
+127
+3% +$16.4K 0.03% 405
2025
Q3 		$542K Buy
4,248
+211
+5% +$26.2K 0.03% 404
2025
Q2 		$478K Buy
4,037
+639
+19% +$71.3K 0.03% 417
2025
Q1 		$387K Buy
3,398
+1,230
+57% +$147K 0.03% 433
2024
Q4 		$257K Buy
2,168
+475
+28% +$58.4K 0.02% 530
2024
Q3 		$204K Buy
+1,693
New +$198K 0.01% 596

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

Essex Financial Services's VFVA Position: Q1 2026 in Review

Essex Financial Services increased its Vanguard US Value Factor ETF (VFVA) stake by 0.25% in Q1 2026, buying an estimated $1.52K and bringing the position to 4,386 shares worth $590K. The position accounts for 0.03% of the portfolio, ranked #414.

Essex Financial Services first reported a position in VFVA in Q3 2024 and has held it in 7 quarters since. 94 funds tracked by Wall St. Rank hold VFVA as of Q1 2026.

  • Essex Financial Services held 4,386 shares of Vanguard US Value Factor ETF worth $590K as of Q1 2026.
  • Essex Financial Services bought 11 Vanguard US Value Factor ETF shares in Q1 2026, an estimated $1.52K.
  • Vanguard US Value Factor ETF made up 0.03% of Essex Financial Services's portfolio in Q1 2026, its #414 holding.
  • Essex Financial Services first reported a position in Vanguard US Value Factor ETF in Q3 2024 and has held it in 7 quarters since.
  • 94 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.