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Frank Rimerman Advisors’s Vanguard US Value Factor ETF VFVA Stock Holding History

Frank Rimerman 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
2022
Q3 		– Sell
-197,600
Closed -$18M – 99
2022
Q2 		$18M Hold
197,600
– – 6.89% 4
2022
Q1 		$21.1M Buy
197,600
+47,600
+32% +$5.04M 6.75% 3
2021
Q4 		$15.8M Buy
150,000
+50,000
+50% +$5.18M 5.29% 3
2021
Q3 		$9.89M Buy
+100,000
New +$9.88M 3.82% 5

Other funds holding VFVA

RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
BFS
Burrus Financial Services Salt Lake City, Utah $230M AUM 12.35% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
CCP
Cassia Capital Partners Winston Salem, North Carolina $206M AUM 18.25% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return
PCFFS
Pacific Center for Financial Services San Ramon, California $394M AUM 13.95% 1-Year Est. Return

Frank Rimerman Advisors's VFVA Position: Q3 2022 in Review

Frank Rimerman Advisors sold out of Vanguard US Value Factor ETF (VFVA) in Q3 2022, closing a stake of 197,600 shares — an estimated $18M sold.

Frank Rimerman Advisors first reported a position in VFVA in Q3 2021 and held it in 4 quarters. The position peaked at $21.1M in Q1 2022. 65 funds tracked by Wall St. Rank hold VFVA as of Q3 2022.

  • Frank Rimerman Advisors reported no remaining Vanguard US Value Factor ETF position as of Q3 2022 after selling out during the quarter.
  • Frank Rimerman Advisors sold 197,600 Vanguard US Value Factor ETF shares in Q3 2022, an estimated $18M.
  • Frank Rimerman Advisors first reported a position in Vanguard US Value Factor ETF in Q3 2021 and held it in 4 quarters.
  • Frank Rimerman Advisors's Vanguard US Value Factor ETF position peaked at $21.1M in Q1 2022.
  • 65 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q3 2022.

Based on Frank Rimerman Advisors's 13F filing for Q3 2022, filed 7 Sep 2023.