Morgan Stanley
VFVA icon

Morgan Stanley’s Vanguard US Value Factor ETF VFVA Stock Holding History

Morgan Stanley’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 		$129K Sell
866
-109
-11% -$15.6K ﹤0.01% 6149
2026
Q1 		$131K Buy
975
+71
+8% +$9.81K ﹤0.01% 6048
2025
Q4 		$120K Sell
904
-372
-29% -$48K ﹤0.01% 6116
2025
Q3 		$163K Sell
1,276
-759
-37% -$94.3K ﹤0.01% 5968
2025
Q2 		$241K Buy
2,035
+946
+87% +$105K ﹤0.01% 5781
2025
Q1 		$124K Sell
1,089
-569
-34% -$67.8K ﹤0.01% 5919
2024
Q4 		$196K Buy
1,658
+1,199
+261% +$147K ﹤0.01% 5791
2024
Q3 		$55.4K Sell
459
-1
-0.2% -$117 ﹤0.01% 6188
2024
Q2 		$52K Buy
460
+94
+26% +$10.8K ﹤0.01% 6156
2024
Q1 		$43.7K Hold
366
– – ﹤0.01% 6266
2023
Q4 		$41.3K Buy
366
+1
+0.3% +$102 ﹤0.01% 6224
2023
Q3 		$36.5K Hold
365
– – ﹤0.01% 6290
2023
Q2 		$36.4K Buy
365
+357
+4,463% +$34.3K ﹤0.01% 6339
2023
Q1 		$776 Hold
8
– – ﹤0.01% 7382
2022
Q4 		$789 Hold
8
– – ﹤0.01% 7504
2022
Q3 		$1K Hold
8
– – ﹤0.01% 7612
2022
Q2 		$1K Buy
+8
New +$808 ﹤0.01% 7712

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

Morgan Stanley's VFVA Position: Q2 2026 in Review

Morgan Stanley reduced its Vanguard US Value Factor ETF (VFVA) stake by 11% in Q2 2026, selling an estimated $15.6K and leaving 866 shares worth $129K. The position accounts for ﹤0.01% of the portfolio, ranked #6149.

Morgan Stanley first reported a position in VFVA in Q2 2022 and has held it in 17 quarters since. The position peaked at $241K in Q2 2025. 93 funds tracked by Wall St. Rank hold VFVA as of Q2 2026.

  • Morgan Stanley held 866 shares of Vanguard US Value Factor ETF worth $129K as of Q2 2026.
  • Morgan Stanley sold 109 Vanguard US Value Factor ETF shares in Q2 2026, an estimated $15.6K.
  • Vanguard US Value Factor ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6149 holding.
  • Morgan Stanley first reported a position in Vanguard US Value Factor ETF in Q2 2022 and has held it in 17 quarters since.
  • Morgan Stanley's Vanguard US Value Factor ETF position peaked at $241K in Q2 2025.
  • 93 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.