Kingswood Wealth Advisors’s Vanguard US Quality Factor ETF VFQY Stock Holding History

Kingswood Wealth Advisors’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	$341K	Hold	2,000	–	–	0.01%	731
2026 Q1	$298K	Hold	2,000	–	–	0.01%	713
2025 Q4	$307K	Hold	2,000	–	–	0.01%	673
2025 Q3	$302K	Hold	2,000	–	–	0.02%	630
2025 Q2	$287K	Hold	2,000	–	–	0.02%	586
2025 Q1	$268K	Sell	2,000 -2,000	-50%	-$283K	0.02%	586
2024 Q4	$564K	Buy	4,000 +2,000	+100%	+$289K	0.04%	406
2024 Q3	$286K	Buy	+2,000	New	+$276K	0.02%	582

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 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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Kingswood Wealth Advisors's VFQY Position: Q2 2026 in Review

Kingswood Wealth Advisors held its Vanguard US Quality Factor ETF (VFQY) position steady in Q2 2026 at 2,000 shares worth $341K. The position accounts for 0.01% of the portfolio, ranked #731.

Kingswood Wealth Advisors first reported a position in VFQY in Q3 2024 and has held it in 8 quarters since. The position peaked at $564K in Q4 2024. 95 funds tracked by Wall St. Rank hold VFQY as of Q2 2026.

Kingswood Wealth Advisors held 2,000 shares of Vanguard US Quality Factor ETF worth $341K as of Q2 2026.
Kingswood Wealth Advisors left its Vanguard US Quality Factor ETF share count unchanged in Q2 2026.
Vanguard US Quality Factor ETF made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #731 holding.
Kingswood Wealth Advisors first reported a position in Vanguard US Quality Factor ETF in Q3 2024 and has held it in 8 quarters since.
Kingswood Wealth Advisors's Vanguard US Quality Factor ETF position peaked at $564K in Q4 2024.
95 funds tracked by Wall St. Rank held Vanguard US Quality Factor ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.