LIM
VFVA icon

Leavell Investment Management’s Vanguard US Value Factor ETF VFVA Stock Holding History

Leavell Investment Management’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
-21,500
Closed -$2.45M – 591
2025
Q1 		$2.45M Sell
21,500
-400
-2% -$47.7K 0.12% 173
2024
Q4 		$2.59M Buy
21,900
+150
+0.7% +$18.4K 0.13% 160
2024
Q3 		$2.62M Buy
21,750
+16,500
+314% +$1.93M 0.13% 158
2024
Q2 		$598K Buy
+5,250
New +$601K 0.03% 336

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 $230M AUM 12.35% 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

Leavell Investment Management's VFVA Position: Q2 2025 in Review

Leavell Investment Management sold out of Vanguard US Value Factor ETF (VFVA) in Q2 2025, closing a stake of 21,500 shares — an estimated $2.45M sold.

Leavell Investment Management first reported a position in VFVA in Q2 2024 and held it in 4 quarters. The position peaked at $2.62M in Q3 2024. 87 funds tracked by Wall St. Rank hold VFVA as of Q2 2025.

  • Leavell Investment Management reported no remaining Vanguard US Value Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Leavell Investment Management sold 21,500 Vanguard US Value Factor ETF shares in Q2 2025, an estimated $2.45M.
  • Leavell Investment Management first reported a position in Vanguard US Value Factor ETF in Q2 2024 and held it in 4 quarters.
  • Leavell Investment Management's Vanguard US Value Factor ETF position peaked at $2.62M in Q3 2024.
  • 87 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q2 2025.

Based on Leavell Investment Management's 13F filing for Q2 2025, filed 31 Jul 2025.