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Milestone Investment Advisors’s Vanguard US Value Factor ETF VFVA Stock Holding History

Milestone Investment Advisors’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
2025
Q1 		– Sell
-695
Closed -$82.3K – 137
2024
Q4 		$82.3K Sell
695
-3,602
-84% -$443K 0.02% 98
2024
Q3 		$518K Buy
4,297
+834
+24% +$97.8K 0.15% 58
2024
Q2 		$392K Buy
3,463
+2,712
+361% +$310K 0.1% 62
2024
Q1 		$89.6K Buy
+751
New +$84.5K 0.02% 89

Other funds holding VFVA

RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 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 $218M AUM 10.22% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
MWM
MorganRosel Wealth Management Highlands Ranch, Colorado $254M AUM 18.87% 1-Year Est. Return

Milestone Investment Advisors's VFVA Position: Q1 2025 in Review

Milestone Investment Advisors sold out of Vanguard US Value Factor ETF (VFVA) in Q1 2025, closing a stake of 695 shares — an estimated $82.3K sold.

Milestone Investment Advisors first reported a position in VFVA in Q1 2024 and held it in 4 quarters. The position peaked at $518K in Q3 2024. 93 funds tracked by Wall St. Rank hold VFVA as of Q1 2025.

  • Milestone Investment Advisors reported no remaining Vanguard US Value Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Milestone Investment Advisors sold 695 Vanguard US Value Factor ETF shares in Q1 2025, an estimated $82.3K.
  • Milestone Investment Advisors first reported a position in Vanguard US Value Factor ETF in Q1 2024 and held it in 4 quarters.
  • Milestone Investment Advisors's Vanguard US Value Factor ETF position peaked at $518K in Q3 2024.
  • 93 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q1 2025.

Based on Milestone Investment Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.