IWC
VFQY icon

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
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 $610M AUM 17.51% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.06B 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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
GWA
Genesis Wealth Advisors Braintree, Massachusetts $150M AUM 15.35% 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
LPL Financial San Diego, California $376B 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