LPL Financial
VFVA icon

LPL Financial’s Vanguard US Value Factor ETF VFVA Stock Holding History

LPL Financial’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
Q1 		$9.02M Buy
67,030
+5,758
+9% +$796K ﹤0.01% 2077
2025
Q4 		$8.14M Buy
61,272
+3,922
+7% +$506K ﹤0.01% 2103
2025
Q3 		$7.31M Buy
57,350
+3,357
+6% +$417K ﹤0.01% 2164
2025
Q2 		$6.39M Buy
53,993
+7,779
+17% +$868K ﹤0.01% 2120
2025
Q1 		$5.27M Buy
46,214
+36,668
+384% +$4.37M ﹤0.01% 2105
2024
Q4 		$1.13M Buy
9,546
+690
+8% +$84.8K ﹤0.01% 3395
2024
Q3 		$1.07M Sell
8,856
-276
-3% -$32.4K ﹤0.01% 3333
2024
Q2 		$1.03M Sell
9,132
-262
-3% -$30K ﹤0.01% 3229
2024
Q1 		$1.12M Sell
9,394
-867
-8% -$97.5K ﹤0.01% 3070
2023
Q4 		$1.16M Sell
10,261
-35,316
-77% -$3.61M ﹤0.01% 2921
2023
Q3 		$4.56M Sell
45,577
-12,386
-21% -$1.28M ﹤0.01% 1653
2023
Q2 		$5.78M Buy
57,963
+164
+0.3% +$15.7K ﹤0.01% 1483
2023
Q1 		$5.6M Buy
57,799
+28,949
+100% +$2.97M ﹤0.01% 1432
2022
Q4 		$2.85M Buy
28,850
+11,788
+69% +$1.16M ﹤0.01% 1807
2022
Q3 		$1.48M Sell
17,062
-36,475
-68% -$3.53M ﹤0.01% 2215
2022
Q2 		$4.89M Buy
53,537
+537
+1% +$54.2K ﹤0.01% 1416
2022
Q1 		$5.66M Sell
53,000
-1,348
-2% -$143K ﹤0.01% 1371
2021
Q4 		$5.71M Buy
54,348
+2,893
+6% +$300K ﹤0.01% 1375
2021
Q3 		$5.09M Buy
51,455
+7,917
+18% +$782K ﹤0.01% 1378
2021
Q2 		$4.34M Buy
43,538
+31,158
+252% +$3.1M ﹤0.01% 1446
2021
Q1 		$1.17M Buy
12,380
+3,227
+35% +$284K ﹤0.01% 2262
2020
Q4 		$715K Buy
+9,153
New +$652K ﹤0.01% 2448

Other funds holding VFVA

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
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
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
BFS
Burrus Financial Services Salt Lake City, Utah $218M AUM 10.22% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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's VFVA Position: Q1 2026 in Review

LPL Financial increased its Vanguard US Value Factor ETF (VFVA) stake by 9.4% in Q1 2026, buying an estimated $796K and bringing the position to 67,030 shares worth $9.02M. The position accounts for ﹤0.01% of the portfolio, ranked #2077.

LPL Financial first reported a position in VFVA in Q4 2020 and has held it in 22 quarters since. 94 funds tracked by Wall St. Rank hold VFVA as of Q1 2026.

  • LPL Financial held 67,030 shares of Vanguard US Value Factor ETF worth $9.02M as of Q1 2026.
  • LPL Financial bought 5,758 Vanguard US Value Factor ETF shares in Q1 2026, an estimated $796K.
  • Vanguard US Value Factor ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2077 holding.
  • LPL Financial first reported a position in Vanguard US Value Factor ETF in Q4 2020 and has held it in 22 quarters since.
  • 94 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.