MWM
VFQY icon

Melfa Wealth Management’s Vanguard US Quality Factor ETF VFQY Stock Holding History

Melfa Wealth 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
2026
Q2 		$262K Sell
1,536
-109
-7% -$17.6K 0.14% 141
2026
Q1 		$246K Buy
1,645
+52
+3% +$8.08K 0.14% 149
2025
Q4 		$244K Buy
1,593
+19
+1% +$2.88K 0.14% 152
2025
Q3 		$237K Buy
1,574
+30
+2% +$4.45K 0.14% 155
2025
Q2 		$222K Buy
1,544
+16
+1% +$2.16K 0.14% 155
2025
Q1 		$204K Sell
1,528
-60
-4% -$8.49K 0.14% 165
2024
Q4 		$224K Buy
1,588
+15
+1% +$2.17K 0.15% 153
2024
Q3 		$225K Sell
1,573
-133
-8% -$18.3K 0.15% 155
2024
Q2 		$229K Sell
1,706
-120
-7% -$16K 0.16% 142
2024
Q1 		$250K Buy
+1,826
New +$237K 0.18% 127
2023
Q2 		– Sell
-2,246
Closed -$243K – 143
2023
Q1 		$243K Buy
2,246
+13
+0.6% +$1.42K 0.24% 97
2022
Q4 		$234K Buy
+2,233
New +$235K 0.24% 94

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

Melfa Wealth Management's VFQY Position: Q2 2026 in Review

Melfa Wealth Management reduced its Vanguard US Quality Factor ETF (VFQY) stake by 6.6% in Q2 2026, selling an estimated $17.6K and leaving 1,536 shares worth $262K. The position accounts for 0.14% of the portfolio, ranked #141.

Melfa Wealth Management first reported a position in VFQY in Q4 2022 and has held it in 12 quarters since. 95 funds tracked by Wall St. Rank hold VFQY as of Q2 2026.

  • Melfa Wealth Management held 1,536 shares of Vanguard US Quality Factor ETF worth $262K as of Q2 2026.
  • Melfa Wealth Management sold 109 Vanguard US Quality Factor ETF shares in Q2 2026, an estimated $17.6K.
  • Vanguard US Quality Factor ETF made up 0.14% of Melfa Wealth Management's portfolio in Q2 2026, its #141 holding.
  • Melfa Wealth Management first reported a position in Vanguard US Quality Factor ETF in Q4 2022 and has held it in 12 quarters since.
  • 95 funds tracked by Wall St. Rank held Vanguard US Quality Factor ETF as of Q2 2026.

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