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 Q3	$203K	Sell	1,345 -100	-7%	-$15.7K	0.1%	75
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

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Burrus Financial Services Salt Lake City, Utah $222M AUM 5.43% 1-Year Est. Return

Sterling Manor Financial Saratoga Springs, New York $173M AUM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

Lebenthal Global Advisors Hauppauge, New York $747M AUM 15.75% 1-Year Est. Return

Long Island Wealth Management Melville, New York $256M AUM 12.83% 1-Year Est. Return

Seven Bridges Advisors New York $221M AUM

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

LAM Group's VFVA Position: Q3 2026 in Review

LAM Group reduced its Vanguard US Value Factor ETF (VFVA) stake by 6.9% in Q3 2026, selling an estimated $15.7K and leaving 1,345 shares worth $203K. The position accounts for 0.1% of the portfolio, ranked #75.

LAM Group first reported a position in VFVA in Q4 2022 and has held it in 15 quarters since. The position peaked at $393K in Q2 2023. 39 funds tracked by Wall St. Rank hold VFVA as of Q3 2026.

LAM Group held 1,345 shares of Vanguard US Value Factor ETF worth $203K as of Q3 2026.
LAM Group sold 100 Vanguard US Value Factor ETF shares in Q3 2026, an estimated $15.7K.
Vanguard US Value Factor ETF made up 0.1% of LAM Group's portfolio in Q3 2026, its #75 holding.
LAM Group first reported a position in Vanguard US Value Factor ETF in Q4 2022 and has held it in 15 quarters since.
LAM Group's Vanguard US Value Factor ETF position peaked at $393K in Q2 2023.
39 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q3 2026.

Based on LAM Group's 13F filing for Q3 2026, filed 26 Oct 2026.