Medallion Wealth Advisors’s Vanguard US Quality Factor ETF VFQY Stock Holding History

Medallion Wealth Advisors’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 Q1	$4.1M	Buy	27,474 +1,311	+5%	+$204K	1.34%	11
2025 Q4	$4.01M	Buy	26,163 +1,546	+6%	+$235K	1.35%	12
2025 Q3	$3.71M	Buy	24,617 +1,983	+9%	+$294K	1.32%	13
2025 Q2	$3.29M	Buy	22,634 +1,594	+8%	+$215K	1.27%	12
2025 Q1	$2.82M	Buy	21,040 +2,510	+14%	+$355K	1.28%	12
2024 Q4	$2.61M	Buy	+18,530	New	+$2.68M	1.29%	15

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 $8.07B AUM 24.97% 1-Year Est. Return

PFA

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

GWA

Genesis Wealth Advisors Braintree, Massachusetts $150M AUM 15.35% 1-Year Est. Return

HPC

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

BFP

Beacon Financial Planning Hyannis, Massachusetts $258M AUM 16.1% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CWMS

Cannon Wealth Management Services Winston Salem, North Carolina $148M AUM 13.37% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Medallion Wealth Advisors's VFQY Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Vanguard US Quality Factor ETF (VFQY) stake by 5% in Q1 2026, buying an estimated $204K and bringing the position to 27,474 shares worth $4.1M. The position accounts for 1.34% of the portfolio, ranked #11.

Medallion Wealth Advisors first reported a position in VFQY in Q4 2024 and has held it in 6 quarters since. 96 funds tracked by Wall St. Rank hold VFQY as of Q1 2026.

Medallion Wealth Advisors held 27,474 shares of Vanguard US Quality Factor ETF worth $4.1M as of Q1 2026.
Medallion Wealth Advisors bought 1,311 Vanguard US Quality Factor ETF shares in Q1 2026, an estimated $204K.
Vanguard US Quality Factor ETF made up 1.34% of Medallion Wealth Advisors's portfolio in Q1 2026, its #11 holding.
Medallion Wealth Advisors first reported a position in Vanguard US Quality Factor ETF in Q4 2024 and has held it in 6 quarters since.
96 funds tracked by Wall St. Rank held Vanguard US Quality Factor ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.