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MBM Wealth Consultants’s Vanguard US Value Factor ETF VFVA Stock Holding History

MBM Wealth Consultants’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 		– Sell
-775
Closed -$104K – 358
2026
Q1 		$104K Buy
+775
New +$107K 0.02% 120

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
EH
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

MBM Wealth Consultants's VFVA Position: Q2 2026 in Review

MBM Wealth Consultants sold out of Vanguard US Value Factor ETF (VFVA) in Q2 2026, closing a stake of 775 shares — an estimated $104K sold.

MBM Wealth Consultants first reported a position in VFVA in Q1 2026 and held it in 1 quarter. The position peaked at $104K in Q1 2026. 93 funds tracked by Wall St. Rank hold VFVA as of Q2 2026.

  • MBM Wealth Consultants reported no remaining Vanguard US Value Factor ETF position as of Q2 2026 after selling out during the quarter.
  • MBM Wealth Consultants sold 775 Vanguard US Value Factor ETF shares in Q2 2026, an estimated $104K.
  • MBM Wealth Consultants first reported a position in Vanguard US Value Factor ETF in Q1 2026 and held it in 1 quarter.
  • MBM Wealth Consultants's Vanguard US Value Factor ETF position peaked at $104K in Q1 2026.
  • 93 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.