MFWP
VFVA icon

Mosaic Family Wealth Partners’s Vanguard US Value Factor ETF VFVA Stock Holding History

Mosaic Family Wealth Partners’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 		$293K Sell
1,972
-29
-1% -$4.16K 0.02% 359
2026
Q1 		$269K Sell
2,001
-104
-5% -$14.4K 0.03% 242
2025
Q4 		$280K Sell
2,105
-9
-0.4% -$1.16K 0.03% 198
2025
Q3 		$269K Sell
2,114
-8
-0.4% -$993 0.03% 195
2025
Q2 		$251K Hold
2,122
– – 0.03% 195
2025
Q1 		$242K Sell
2,122
-24
-1% -$2.86K 0.03% 190
2024
Q4 		$254K Sell
2,146
-8
-0.4% -$983 0.04% 179
2024
Q3 		$260K Hold
2,154
– – 0.04% 176
2024
Q2 		$244K Sell
2,154
-364
-14% -$41.7K 0.04% 175
2024
Q1 		$301K Hold
2,518
– – 0.05% 163
2023
Q4 		$284K Sell
2,518
-399
-14% -$40.8K 0.05% 153
2023
Q3 		$292K Hold
2,917
– – 0.06% 144
2023
Q2 		$291K Sell
2,917
-38
-1% -$3.65K 0.06% 147
2023
Q1 		$287K Buy
2,955
+1
+0% +$103 0.06% 143
2022
Q4 		$291K Buy
+2,954
New +$290K 0.08% 143

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

Mosaic Family Wealth Partners's VFVA Position: Q2 2026 in Review

Mosaic Family Wealth Partners reduced its Vanguard US Value Factor ETF (VFVA) stake by 1.4% in Q2 2026, selling an estimated $4.16K and leaving 1,972 shares worth $293K. The position accounts for 0.02% of the portfolio, ranked #359.

Mosaic Family Wealth Partners first reported a position in VFVA in Q4 2022 and has held it in 15 quarters since. The position peaked at $301K in Q1 2024. 93 funds tracked by Wall St. Rank hold VFVA as of Q2 2026.

  • Mosaic Family Wealth Partners held 1,972 shares of Vanguard US Value Factor ETF worth $293K as of Q2 2026.
  • Mosaic Family Wealth Partners sold 29 Vanguard US Value Factor ETF shares in Q2 2026, an estimated $4.16K.
  • Vanguard US Value Factor ETF made up 0.02% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #359 holding.
  • Mosaic Family Wealth Partners first reported a position in Vanguard US Value Factor ETF in Q4 2022 and has held it in 15 quarters since.
  • Mosaic Family Wealth Partners's Vanguard US Value Factor ETF position peaked at $301K in Q1 2024.
  • 93 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.