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Integrated Wealth Concepts’s Vanguard US Quality Factor ETF VFQY Stock Holding History

Integrated Wealth Concepts’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
Q2 		$2.47M Buy
11,253
+2,177
+24% +$351K 0.01% 850
2026
Q1 		$1.35M Buy
9,076
+1,352
+18% +$210K 0.01% 947
2025
Q4 		$1.18M Sell
7,724
-1,917
-20% -$291K 0.01% 700
2025
Q3 		$1.45M Buy
9,641
+606
+7% +$89.8K 0.01% 809
2025
Q2 		$1.3M Buy
9,035
+337
+4% +$45.5K 0.01% 790
2025
Q1 		$1.16M Sell
8,698
-107
-1% -$15.1K 0.01% 769
2024
Q4 		$1.24M Sell
8,805
-517
-6% -$74.7K 0.01% 734
2024
Q3 		$1.33M Buy
9,322
+17
+0.2% +$2.34K 0.02% 689
2024
Q2 		$1.25M Buy
9,305
+105
+1% +$14K 0.02% 660
2024
Q1 		$1.26M Buy
9,200
+1,291
+16% +$168K 0.02% 671
2023
Q4 		$1M Buy
7,909
+467
+6% +$54.3K 0.02% 726
2023
Q3 		$836K Buy
7,442
+110
+2% +$12.7K 0.01% 758
2023
Q2 		$836K Buy
7,332
+173
+2% +$18.8K 0.01% 750
2023
Q1 		$776K Buy
7,159
+1,900
+36% +$208K 0.02% 711
2022
Q4 		$551K Buy
+5,259
New +$554K 0.02% 634

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 $9.72B AUM 29.41% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
GWA
Genesis Wealth Advisors Braintree, Massachusetts $167M AUM 17.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
CWMS
Cannon Wealth Management Services Winston Salem, North Carolina $183M AUM 18.59% 1-Year Est. Return
MWA
Medallion Wealth Advisors Farmington, Connecticut $317M AUM 21.26% 1-Year Est. Return

Integrated Wealth Concepts's VFQY Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Vanguard US Quality Factor ETF (VFQY) stake by 24% in Q2 2026, buying an estimated $351K and bringing the position to 11,253 shares worth $2.47M. The position accounts for 0.01% of the portfolio, ranked #850.

Integrated Wealth Concepts first reported a position in VFQY in Q4 2022 and has held it in 15 quarters since. 95 funds tracked by Wall St. Rank hold VFQY as of Q2 2026.

  • Integrated Wealth Concepts held 11,253 shares of Vanguard US Quality Factor ETF worth $2.47M as of Q2 2026.
  • Integrated Wealth Concepts bought 2,177 Vanguard US Quality Factor ETF shares in Q2 2026, an estimated $351K.
  • Vanguard US Quality Factor ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #850 holding.
  • Integrated Wealth Concepts first reported a position in Vanguard US Quality Factor ETF in Q4 2022 and has held it in 15 quarters since.
  • 95 funds tracked by Wall St. Rank held Vanguard US Quality Factor ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.