LRI Investments’s Vanguard US Quality Factor ETF VFQY Stock Holding History

LRI Investments’s Portfolio VFQY Stock Details VFQY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.49K	Sell	50 -11	-18%	-$1.77K	﹤0.01%	1004
2026 Q1	$9.12K	Sell	61 -8	-12%	-$1.24K	﹤0.01%	909
2025 Q4	$10.6K	Sell	69 -13	-16%	-$1.97K	﹤0.01%	855
2025 Q3	$12.4K	Sell	82 -14	-15%	-$2.08K	﹤0.01%	822
2025 Q2	$13.8K	Hold	96	–	–	﹤0.01%	776
2025 Q1	$12.8K	Buy	+96	New	+$13.6K	﹤0.01%	746

Other funds holding VFQY

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

GWA

Genesis Wealth Advisors Braintree, Massachusetts $167M AUM 17.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

CWMS

Cannon Wealth Management Services Winston Salem, North Carolina $183M AUM 18.59% 1-Year Est. Return

MWA

Medallion Wealth Advisors Farmington, Connecticut $317M AUM 21.26% 1-Year Est. Return

LRI Investments's VFQY Position: Q2 2026 in Review

LRI Investments reduced its Vanguard US Quality Factor ETF (VFQY) stake by 18% in Q2 2026, selling an estimated $1.77K and leaving 50 shares worth $8.49K. The position accounts for ﹤0.01% of the portfolio, ranked #1004.

LRI Investments first reported a position in VFQY in Q1 2025 and has held it in 6 quarters since. The position peaked at $13.8K in Q2 2025. 95 funds tracked by Wall St. Rank hold VFQY as of Q2 2026.

LRI Investments held 50 shares of Vanguard US Quality Factor ETF worth $8.49K as of Q2 2026.
LRI Investments sold 11 Vanguard US Quality Factor ETF shares in Q2 2026, an estimated $1.77K.
Vanguard US Quality Factor ETF made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1004 holding.
LRI Investments first reported a position in Vanguard US Quality Factor ETF in Q1 2025 and has held it in 6 quarters since.
LRI Investments's Vanguard US Quality Factor ETF position peaked at $13.8K in Q2 2025.
95 funds tracked by Wall St. Rank held Vanguard US Quality Factor ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.