KCM
VFQY icon

Kathmere Capital Management’s Vanguard US Quality Factor ETF VFQY Stock Holding History

Kathmere Capital Management’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 		$649K Hold
4,349
– – 0.04% 291
2025
Q4 		$667K Buy
4,349
+248
+6% +$37.6K 0.05% 259
2025
Q3 		$619K Buy
4,101
+610
+17% +$90.4K 0.04% 255
2025
Q2 		$502K Buy
3,491
+405
+13% +$54.7K 0.04% 280
2025
Q1 		$412K Buy
3,086
+459
+17% +$65K 0.04% 279
2024
Q4 		$370K Buy
2,627
+65
+3% +$9.4K 0.03% 279
2024
Q3 		$366K Buy
2,562
+18
+0.7% +$2.48K 0.03% 261
2024
Q2 		$341K Buy
2,544
+25
+1% +$3.33K 0.04% 237
2024
Q1 		$345K Buy
2,519
+12
+0.5% +$1.56K 0.04% 209
2023
Q4 		$317K Buy
2,507
+16
+0.6% +$1.86K 0.04% 195
2023
Q3 		$280K Buy
+2,491
New +$288K 0.04% 195

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