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Melfa Wealth Management’s Vanguard US Value Factor ETF VFVA Stock Holding History

Melfa Wealth Management’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 		$312K Sell
2,104
-98
-4% -$14.1K 0.17% 119
2026
Q1 		$296K Buy
2,202
+47
+2% +$6.5K 0.17% 118
2025
Q4 		$286K Buy
2,155
+41
+2% +$5.29K 0.16% 131
2025
Q3 		$270K Buy
2,114
+35
+2% +$4.35K 0.16% 145
2025
Q2 		$246K Buy
2,079
+17
+0.8% +$1.9K 0.16% 148
2025
Q1 		$235K Sell
2,062
-65
-3% -$7.75K 0.16% 150
2024
Q4 		$252K Buy
2,127
+16
+0.8% +$1.97K 0.17% 136
2024
Q3 		$254K Sell
2,111
-152
-7% -$17.8K 0.17% 140
2024
Q2 		$256K Sell
2,263
-12
-0.5% -$1.37K 0.18% 125
2024
Q1 		$271K Buy
2,275
+355
+18% +$39.9K 0.2% 118
2023
Q4 		$216K Buy
+1,920
New +$196K 0.2% 104
2023
Q2 		– Sell
-2,636
Closed -$256K – 144
2023
Q1 		$256K Buy
2,636
+13
+0.5% +$1.33K 0.26% 96
2022
Q4 		$259K Buy
+2,623
New +$258K 0.27% 93

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

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

Melfa Wealth Management reduced its Vanguard US Value Factor ETF (VFVA) stake by 4.5% in Q2 2026, selling an estimated $14.1K and leaving 2,104 shares worth $312K. The position accounts for 0.17% of the portfolio, ranked #119.

Melfa Wealth Management first reported a position in VFVA in Q4 2022 and has held it in 13 quarters since. 94 funds tracked by Wall St. Rank hold VFVA as of Q2 2026.

  • Melfa Wealth Management held 2,104 shares of Vanguard US Value Factor ETF worth $312K as of Q2 2026.
  • Melfa Wealth Management sold 98 Vanguard US Value Factor ETF shares in Q2 2026, an estimated $14.1K.
  • Vanguard US Value Factor ETF made up 0.17% of Melfa Wealth Management's portfolio in Q2 2026, its #119 holding.
  • Melfa Wealth Management first reported a position in Vanguard US Value Factor ETF in Q4 2022 and has held it in 13 quarters since.
  • 94 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q2 2026.

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