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LAM Group’s Vanguard US Value Factor ETF VFVA Stock Holding History

LAM Group’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
2026
Q2 		$214K Hold
1,445
– – 0.11% 74
2026
Q1 		$195K Buy
+1,445
New +$200K 0.11% 75
2025
Q4 		– Sell
-1,980
Closed -$253K – 75
2025
Q3 		$253K Sell
1,980
-20
-1% -$2.48K 0.16% 71
2025
Q2 		$237K Hold
2,000
– – 0.16% 71
2025
Q1 		$228K Hold
2,000
– – 0.17% 72
2024
Q4 		$237K Hold
2,000
– – 0.17% 73
2024
Q3 		$241K Sell
2,000
-230
-10% -$27K 0.17% 70
2024
Q2 		$252K Sell
2,230
-5
-0.2% -$572 0.21% 67
2024
Q1 		$267K Sell
2,235
-505
-18% -$56.8K 0.22% 68
2023
Q4 		$309K Sell
2,740
-980
-26% -$100K 0.28% 58
2023
Q3 		$372K Sell
3,720
-225
-6% -$23.2K 0.37% 51
2023
Q2 		$393K Buy
3,945
+70
+2% +$6.72K 0.37% 48
2023
Q1 		$376K Buy
3,875
+395
+11% +$40.6K 0.37% 47
2022
Q4 		$343K Buy
+3,480
New +$342K 0.35% 49

Other funds holding VFVA

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 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 $230M AUM 12.35% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

LAM Group's VFVA Position: Q2 2026 in Review

LAM Group held its Vanguard US Value Factor ETF (VFVA) position steady in Q2 2026 at 1,445 shares worth $214K. The position accounts for 0.11% of the portfolio, ranked #74.

LAM Group first reported a position in VFVA in Q4 2022 and has held it in 14 quarters since. The position peaked at $393K in Q2 2023. 94 funds tracked by Wall St. Rank hold VFVA as of Q2 2026.

  • LAM Group held 1,445 shares of Vanguard US Value Factor ETF worth $214K as of Q2 2026.
  • LAM Group left its Vanguard US Value Factor ETF share count unchanged in Q2 2026.
  • Vanguard US Value Factor ETF made up 0.11% of LAM Group's portfolio in Q2 2026, its #74 holding.
  • LAM Group first reported a position in Vanguard US Value Factor ETF in Q4 2022 and has held it in 14 quarters since.
  • LAM Group's Vanguard US Value Factor ETF position peaked at $393K in Q2 2023.
  • 94 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q2 2026.

Based on LAM Group's 13F filing for Q2 2026, filed 10 Jul 2026.