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JNBA Financial Advisors’s Vanguard US Value Factor ETF VFVA Stock Holding History

JNBA Financial 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
2025
Q2 		– Sell
-233
Closed -$26.6K – 688
2025
Q1 		$26.6K Hold
233
– – ﹤0.01% 347
2024
Q4 		$27.6K Hold
233
– – ﹤0.01% 347
2024
Q3 		$28.1K Sell
233
-45
-16% -$5.28K ﹤0.01% 352
2024
Q2 		$31.4K Sell
278
-291
-51% -$33.3K ﹤0.01% 335
2024
Q1 		$67.9K Buy
+569
New +$64K 0.01% 262

Other funds holding VFVA

ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 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 $218M AUM 10.22% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JNBA Financial Advisors's VFVA Position: Q2 2025 in Review

JNBA Financial Advisors sold out of Vanguard US Value Factor ETF (VFVA) in Q2 2025, closing a stake of 233 shares — an estimated $26.6K sold.

JNBA Financial Advisors first reported a position in VFVA in Q1 2024 and held it in 5 quarters. The position peaked at $67.9K in Q1 2024. 87 funds tracked by Wall St. Rank hold VFVA as of Q2 2025.

  • JNBA Financial Advisors reported no remaining Vanguard US Value Factor ETF position as of Q2 2025 after selling out during the quarter.
  • JNBA Financial Advisors sold 233 Vanguard US Value Factor ETF shares in Q2 2025, an estimated $26.6K.
  • JNBA Financial Advisors first reported a position in Vanguard US Value Factor ETF in Q1 2024 and held it in 5 quarters.
  • JNBA Financial Advisors's Vanguard US Value Factor ETF position peaked at $67.9K in Q1 2024.
  • 87 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q2 2025.

Based on JNBA Financial Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.