GJIA
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Glass Jacobson Investment Advisors’s Vanguard US Value Factor ETF VFVA Stock Holding History

Glass Jacobson Investment 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
2026
Q2 		$30.4K Buy
204
+18
+10% +$2.58K 0.01% 379
2026
Q1 		$25.1K Buy
186
+1
+0.5% +$138 0.01% 397
2025
Q4 		$24.6K Buy
185
+1
+0.5% +$129 0.01% 386
2025
Q3 		$23.5K Buy
184
+16
+10% +$1.99K 0.01% 379
2025
Q2 		$19.9K Buy
168
+9
+6% +$1K 0.01% 386
2025
Q1 		$18.9K Hold
159
– – 0.01% 521
2024
Q4 		$18.9K Buy
159
+1
+0.6% +$123 0.01% 521
2024
Q3 		$19.1K Sell
158
-21
-12% -$2.46K 0.01% 502
2024
Q2 		$20.3K Hold
179
– – 0.01% 481
2024
Q1 		$21.4K Buy
179
+1
+0.6% +$112 0.01% 469
2023
Q4 		$20.1K Buy
+178
New +$18.2K 0.01% 441

Other funds holding VFVA

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 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 $25.6B AUM 50.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

Glass Jacobson Investment Advisors's VFVA Position: Q2 2026 in Review

Glass Jacobson Investment Advisors increased its Vanguard US Value Factor ETF (VFVA) stake by 9.7% in Q2 2026, buying an estimated $2.58K and bringing the position to 204 shares worth $30.4K. The position accounts for 0.01% of the portfolio, ranked #379.

Glass Jacobson Investment Advisors first reported a position in VFVA in Q4 2023 and has held it in 11 quarters since. 93 funds tracked by Wall St. Rank hold VFVA as of Q2 2026.

  • Glass Jacobson Investment Advisors held 204 shares of Vanguard US Value Factor ETF worth $30.4K as of Q2 2026.
  • Glass Jacobson Investment Advisors bought 18 Vanguard US Value Factor ETF shares in Q2 2026, an estimated $2.58K.
  • Vanguard US Value Factor ETF made up 0.01% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #379 holding.
  • Glass Jacobson Investment Advisors first reported a position in Vanguard US Value Factor ETF in Q4 2023 and has held it in 11 quarters since.
  • 93 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.