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Global Retirement Partners’s Vanguard US Value Factor ETF VFVA Stock Holding History

Global Retirement Partners’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 		$9.65K Buy
+65
New +$9.33K ﹤0.01% 3415
2025
Q4 		$8.63K Hold
65
– – ﹤0.01% 3214
2025
Q3 		$8.29K Hold
65
– – ﹤0.01% 2770
2025
Q2 		$7.69K Buy
+65
New +$7.25K ﹤0.01% 2722
2024
Q4 		$16K Hold
135
– – ﹤0.01% 2199
2024
Q3 		$16.3K Hold
135
– – ﹤0.01% 2089
2024
Q2 		$15.3K Hold
135
– – ﹤0.01% 2122
2024
Q1 		$16.1K Hold
135
– – ﹤0.01% 1900
2023
Q4 		$14.7K Buy
+135
New +$13.8K ﹤0.01% 1902

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

Global Retirement Partners's VFVA Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Vanguard US Value Factor ETF (VFVA) in Q2 2026: 65 shares worth $9.65K. The stake represents ﹤0.01% of the portfolio and ranks #3415 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in VFVA as recently as Q4 2025.

Global Retirement Partners first reported a position in VFVA in Q4 2023 and has held it in 9 quarters since. The position peaked at $16.3K in Q3 2024. 94 funds tracked by Wall St. Rank hold VFVA as of Q2 2026.

  • Global Retirement Partners held 65 shares of Vanguard US Value Factor ETF worth $9.65K as of Q2 2026.
  • Vanguard US Value Factor ETF was a new Global Retirement Partners position in Q2 2026.
  • Vanguard US Value Factor ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3415 holding.
  • Global Retirement Partners first reported a position in Vanguard US Value Factor ETF in Q4 2023 and has held it in 9 quarters since.
  • Global Retirement Partners's Vanguard US Value Factor ETF position peaked at $16.3K in Q3 2024.
  • 94 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.