Lido Advisors
VFVA icon

Lido Advisors’s Vanguard US Value Factor ETF VFVA Stock Holding History

Lido Advisors’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
2021
Q2 		– Sell
-56,188
Closed -$5.31M – 953
2021
Q1 		$5.31M Buy
+56,188
New +$4.95M 0.09% 130

Other funds holding VFVA

ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
PWS
Paragon Wealth Strategies Jacksonville, Florida $363M AUM 24.36% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
SWM
Soundmark Wealth Management Kirkland, Washington $225M AUM 17.51% 1-Year Est. Return
CCP
Cassia Capital Partners Winston Salem, North Carolina $194M AUM 16.42% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lido Advisors's VFVA Position: Q2 2021 in Review

Lido Advisors sold out of Vanguard US Value Factor ETF (VFVA) in Q2 2021, closing a stake of 56,188 shares — an estimated $5.31M sold.

Lido Advisors first reported a position in VFVA in Q1 2021 and held it in 1 quarter. The position peaked at $5.31M in Q1 2021. 52 funds tracked by Wall St. Rank hold VFVA as of Q2 2021.

  • Lido Advisors reported no remaining Vanguard US Value Factor ETF position as of Q2 2021 after selling out during the quarter.
  • Lido Advisors sold 56,188 Vanguard US Value Factor ETF shares in Q2 2021, an estimated $5.31M.
  • Lido Advisors first reported a position in Vanguard US Value Factor ETF in Q1 2021 and held it in 1 quarter.
  • Lido Advisors's Vanguard US Value Factor ETF position peaked at $5.31M in Q1 2021.
  • 52 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q2 2021.

Based on Lido Advisors's 13F filing for Q2 2021, filed 12 Aug 2021.