M Financial Asset Management’s Vanguard US Quality Factor ETF VFQY Stock Holding History

M Financial Asset Management’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
2023 Q1	–	Sell	-11	Closed	-$1K	–	20
2022 Q4	$1K	Hold	11	–	–	﹤0.01%	20
2022 Q3	$1K	Hold	11	–	–	﹤0.01%	20
2022 Q2	$1K	Hold	11	–	–	﹤0.01%	21
2022 Q1	$1K	Hold	11	–	–	﹤0.01%	20
2021 Q4	$1K	Buy	+11	New	+$1.36K	﹤0.01%	21
2020 Q4	–	Sell	-33	Closed	-$3K	–	13
2020 Q3	$3K	Buy	33 +23	+230%	+$1.91K	0.03%	11
2020 Q2	$1K	Buy	+10	New	+$730	0.01%	14

Other funds holding VFQY

ACM

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

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

GFS

GYL Financial Synergies West Hartford, Connecticut $1.33B AUM 34.46% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

M Financial Asset Management's VFQY Position: Q1 2023 in Review

M Financial Asset Management sold out of Vanguard US Quality Factor ETF (VFQY) in Q1 2023, closing a stake of 11 shares — an estimated $1K sold.

M Financial Asset Management first reported a position in VFQY in Q2 2020 and held it in 7 quarters. The position peaked at $3K in Q3 2020. 54 funds tracked by Wall St. Rank hold VFQY as of Q1 2023.

M Financial Asset Management reported no remaining Vanguard US Quality Factor ETF position as of Q1 2023 after selling out during the quarter.
M Financial Asset Management sold 11 Vanguard US Quality Factor ETF shares in Q1 2023, an estimated $1K.
M Financial Asset Management first reported a position in Vanguard US Quality Factor ETF in Q2 2020 and held it in 7 quarters.
M Financial Asset Management's Vanguard US Quality Factor ETF position peaked at $3K in Q3 2020.
54 funds tracked by Wall St. Rank held Vanguard US Quality Factor ETF as of Q1 2023.

Based on M Financial Asset Management's 13F filing for Q1 2023, filed 16 May 2023.