Long Island Wealth Management’s Vanguard US Value Factor ETF VFVA Stock Holding History

Long Island Wealth 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
2026 Q2	$1.47M	Buy	9,879 +1,269	+15%	+$182K	0.61%	36
2026 Q1	$1.16M	Buy	8,610 +144	+2%	+$19.9K	0.54%	38
2025 Q4	$1.12M	Buy	8,466 +635	+8%	+$81.9K	0.53%	40
2025 Q3	$999K	Buy	7,831 +662	+9%	+$82.2K	0.49%	43
2025 Q2	$848K	Sell	7,169 -1,722	-19%	-$192K	0.44%	45
2025 Q1	$1.01M	Buy	8,891 +1,771	+25%	+$211K	0.62%	36
2024 Q4	$843K	Buy	7,120 +223	+3%	+$27.4K	0.53%	43
2024 Q3	$831K	Buy	6,897 +23	+0.3%	+$2.7K	0.55%	43
2024 Q2	$777K	Sell	6,874 -1	-0%	-$114	0.55%	43
2024 Q1	$820K	Buy	6,875 +11	+0.2%	+$1.24K	0.58%	39
2023 Q4	$773K	Buy	+6,864	New	+$702K	0.55%	37

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

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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

Long Island Wealth Management's VFVA Position: Q2 2026 in Review

Long Island Wealth Management increased its Vanguard US Value Factor ETF (VFVA) stake by 15% in Q2 2026, buying an estimated $182K and bringing the position to 9,879 shares worth $1.47M. The position accounts for 0.61% of the portfolio, ranked #36.

Long Island Wealth Management first reported a position in VFVA in Q4 2023 and has held it in 11 quarters since. 94 funds tracked by Wall St. Rank hold VFVA as of Q2 2026.

Long Island Wealth Management held 9,879 shares of Vanguard US Value Factor ETF worth $1.47M as of Q2 2026.
Long Island Wealth Management bought 1,269 Vanguard US Value Factor ETF shares in Q2 2026, an estimated $182K.
Vanguard US Value Factor ETF made up 0.61% of Long Island Wealth Management's portfolio in Q2 2026, its #36 holding.
Long Island Wealth Management first reported a position in Vanguard US Value Factor ETF in Q4 2023 and has held it in 11 quarters since.
94 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q2 2026.

Based on Long Island Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.