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 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

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

BFP

Beacon Financial Planning Hyannis, Massachusetts $258M AUM 16.1% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CWMS

Cannon Wealth Management Services Winston Salem, North Carolina $148M AUM 13.37% 1-Year Est. Return

MWA

Medallion Wealth Advisors Farmington, Connecticut $306M AUM 16.91% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Genesis Wealth Advisors's VFQY Position: Q1 2026 in Review

Genesis Wealth Advisors increased its Vanguard US Quality Factor ETF (VFQY) stake by 4.2% in Q1 2026, buying an estimated $368K and bringing the position to 59,399 shares worth $8.86M. The position accounts for 5.92% of the portfolio, ranked #3.

Genesis Wealth Advisors first reported a position in VFQY in Q4 2024 and has held it in 6 quarters since. 96 funds tracked by Wall St. Rank hold VFQY as of Q1 2026.

Genesis Wealth Advisors held 59,399 shares of Vanguard US Quality Factor ETF worth $8.86M as of Q1 2026.
Genesis Wealth Advisors bought 2,369 Vanguard US Quality Factor ETF shares in Q1 2026, an estimated $368K.
Vanguard US Quality Factor ETF made up 5.92% of Genesis Wealth Advisors's portfolio in Q1 2026, its #3 holding.
Genesis Wealth Advisors first reported a position in Vanguard US Quality Factor ETF in Q4 2024 and has held it in 6 quarters since.
96 funds tracked by Wall St. Rank held Vanguard US Quality Factor ETF as of Q1 2026.

Based on Genesis Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.