Genesis Wealth Advisors’s Vanguard US Quality Factor ETF VFQY Stock Holding History

Genesis Wealth Advisors’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 Q3	$10.5M	Buy	61,650 +654	+1%	+$114K	6.17%	4
2026 Q2	$10.4M	Buy	60,996 +1,597	+3%	+$257K	6.21%	3
2026 Q1	$8.86M	Buy	59,399 +2,369	+4%	+$368K	5.92%	3
2025 Q4	$8.75M	Buy	57,030 +1,174	+2%	+$178K	5.99%	4
2025 Q3	$8.42M	Buy	55,856 +725	+1%	+$107K	5.94%	4
2025 Q2	$7.92M	Buy	55,131 +3,062	+6%	+$414K	5.94%	4
2025 Q1	$6.96M	Buy	52,069 +3,027	+6%	+$429K	5.64%	4
2024 Q4	$6.91M	Buy	+49,042	New	+$7.09M	6.02%	4

Other funds holding VFQY

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

Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Beacon Financial Planning Hyannis, Massachusetts $294M AUM 15.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Royal Fund Management Lady Lake, Florida $1.26B AUM 23.83% 1-Year Est. Return

Capital Advisors Ltd Shaker Heights, Ohio $987M AUM 13.52% 1-Year Est. Return

Genesis Wealth Advisors's VFQY Position: Q3 2026 in Review

Genesis Wealth Advisors increased its Vanguard US Quality Factor ETF (VFQY) stake by 1.1% in Q3 2026, buying an estimated $114K and bringing the position to 61,650 shares worth $10.5M. The position accounts for 6.17% of the portfolio, ranked #4.

Genesis Wealth Advisors first reported a position in VFQY in Q4 2024 and has held it in 8 quarters since. 66 funds tracked by Wall St. Rank hold VFQY as of Q3 2026.

Genesis Wealth Advisors held 61,650 shares of Vanguard US Quality Factor ETF worth $10.5M as of Q3 2026.
Genesis Wealth Advisors bought 654 Vanguard US Quality Factor ETF shares in Q3 2026, an estimated $114K.
Vanguard US Quality Factor ETF made up 6.17% of Genesis Wealth Advisors's portfolio in Q3 2026, its #4 holding.
Genesis Wealth Advisors first reported a position in Vanguard US Quality Factor ETF in Q4 2024 and has held it in 8 quarters since.
66 funds tracked by Wall St. Rank held Vanguard US Quality Factor ETF as of Q3 2026.

Based on Genesis Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.