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

MorganRosel 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
2025
Q3 		– Sell
-1,093
Closed -$129K – 340
2025
Q2 		$129K Sell
1,093
-54,449
-98% -$6.07M 0.04% 128
2025
Q1 		$6.33M Buy
55,542
+727
+1% +$86.6K 1.92% 17
2024
Q4 		$6.49M Sell
54,815
-2,819
-5% -$346K 2.13% 15
2024
Q3 		$6.95M Sell
57,634
-1,661
-3% -$195K 2.29% 13
2024
Q2 		$6.7M Buy
59,295
+3,200
+6% +$366K 2.37% 12
2024
Q1 		$6.69M Buy
56,095
+371
+0.7% +$41.7K 2.39% 12
2023
Q4 		$6.28M Sell
55,724
-4,371
-7% -$447K 2.43% 11
2023
Q3 		$6.01M Buy
60,095
+3,037
+5% +$313K 2.51% 9
2023
Q2 		$5.69M Sell
57,058
-9,945
-15% -$954K 2.32% 12
2023
Q1 		$6.5M Buy
67,003
+8,141
+14% +$836K 2.77% 9
2022
Q4 		$5.81M Buy
58,862
+25,890
+79% +$2.54M 2.67% 10
2022
Q3 		$2.86M Sell
32,972
-22,626
-41% -$2.19M 1.44% 12
2022
Q2 		$5.08M Sell
55,598
-2,787
-5% -$282K 2.72% 10
2022
Q1 		$6.23M Buy
58,385
+7,919
+16% +$838K 3.02% 8
2021
Q4 		$5.3M Buy
50,466
+3,302
+7% +$342K 2.58% 12
2021
Q3 		$4.66M Buy
47,164
+4,611
+11% +$455K 2.55% 13
2021
Q2 		$4.25M Buy
+42,553
New +$4.24M 2.38% 14

Other funds holding VFVA

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MorganRosel Wealth Management's VFVA Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of Vanguard US Value Factor ETF (VFVA) in Q3 2025, closing a stake of 1,093 shares — an estimated $129K sold.

MorganRosel Wealth Management first reported a position in VFVA in Q2 2021 and held it in 17 quarters. The position peaked at $6.95M in Q3 2024. 89 funds tracked by Wall St. Rank hold VFVA as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining Vanguard US Value Factor ETF position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 1,093 Vanguard US Value Factor ETF shares in Q3 2025, an estimated $129K.
  • MorganRosel Wealth Management first reported a position in Vanguard US Value Factor ETF in Q2 2021 and held it in 17 quarters.
  • MorganRosel Wealth Management's Vanguard US Value Factor ETF position peaked at $6.95M in Q3 2024.
  • 89 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.