BFC Planning, Inc.’s Vanguard US Value Factor ETF VFVA Stock Holding History

BFC Planning, Inc.’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	–	Sell	-142	Closed	-$19.1K	–	3518
2026 Q1	$19.1K	Buy	142 +1	+0.7%	+$138	﹤0.01%	1728
2025 Q4	$18.8K	Hold	141	–	–	﹤0.01%	1774
2025 Q3	$17.9K	Buy	141 +1	+0.7%	+$124	﹤0.01%	1627
2025 Q2	$16.6K	Buy	140 +1	+0.7%	+$112	﹤0.01%	1581
2025 Q1	$15.8K	Buy	139 +1	+0.7%	+$119	﹤0.01%	1566
2024 Q4	$16.4K	Buy	+138	New	+$17K	﹤0.01%	1545

Other funds holding VFVA

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Burrus Financial Services Salt Lake City, Utah $222M AUM 5.43% 1-Year Est. Return

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.69B AUM 20.41% 1-Year Est. Return

BFC Planning, Inc.'s VFVA Position: Q2 2026 in Review

BFC Planning, Inc. sold out of Vanguard US Value Factor ETF (VFVA) in Q2 2026, closing a stake of 142 shares — an estimated $19.1K sold.

BFC Planning, Inc. first reported a position in VFVA in Q4 2024 and held it in 6 quarters. The position peaked at $19.1K in Q1 2026. 95 funds tracked by Wall St. Rank hold VFVA as of Q2 2026.

BFC Planning, Inc. reported no remaining Vanguard US Value Factor ETF position as of Q2 2026 after selling out during the quarter.
BFC Planning, Inc. sold 142 Vanguard US Value Factor ETF shares in Q2 2026, an estimated $19.1K.
BFC Planning, Inc. first reported a position in Vanguard US Value Factor ETF in Q4 2024 and held it in 6 quarters.
BFC Planning, Inc.'s Vanguard US Value Factor ETF position peaked at $19.1K in Q1 2026.
95 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.