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M Holdings Securities’s Vanguard US Quality Factor ETF VFQY Stock Holding History

M Holdings Securities’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 		– Sell
-14,052
Closed -$2.22M – 275
2026
Q1 		$2.22M Sell
14,052
-2,365
-14% -$368K 0.15% 120
2025
Q4 		$2.52M Buy
+16,417
New +$2.49M 0.18% 101

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

M Holdings Securities's VFQY Position: Q2 2026 in Review

M Holdings Securities sold out of Vanguard US Quality Factor ETF (VFQY) in Q2 2026, closing a stake of 14,052 shares — an estimated $2.22M sold.

M Holdings Securities first reported a position in VFQY in Q4 2025 and held it in 2 quarters. The position peaked at $2.52M in Q4 2025. 95 funds tracked by Wall St. Rank hold VFQY as of Q2 2026.

  • M Holdings Securities reported no remaining Vanguard US Quality Factor ETF position as of Q2 2026 after selling out during the quarter.
  • M Holdings Securities sold 14,052 Vanguard US Quality Factor ETF shares in Q2 2026, an estimated $2.22M.
  • M Holdings Securities first reported a position in Vanguard US Quality Factor ETF in Q4 2025 and held it in 2 quarters.
  • M Holdings Securities's Vanguard US Quality Factor ETF position peaked at $2.52M in Q4 2025.
  • 95 funds tracked by Wall St. Rank held Vanguard US Quality Factor ETF as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.