MFW
VFQY icon

Mosaic Family Wealth’s Vanguard US Quality Factor ETF VFQY Stock Holding History

Mosaic Family Wealth’s Portfolio VFQY Stock Details VFQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$985K Buy
7,801
+873
+13% +$108K 0.26% 56
2021
Q3 		$810K Buy
6,928
+1,645
+31% +$197K 0.22% 67
2021
Q2 		$628K Buy
5,283
+3,304
+167% +$385K 0.18% 81
2021
Q1 		$222K Buy
+1,979
New +$214K 0.06% 149

Other funds holding VFQY

ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
MAP
Milestone Advisory Partners Southern Pines, North Carolina $120M AUM 12.09% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.01B AUM 22.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mosaic Family Wealth's VFQY Position: Q4 2021 in Review

Mosaic Family Wealth increased its Vanguard US Quality Factor ETF (VFQY) stake by 13% in Q4 2021, buying an estimated $108K and bringing the position to 7,801 shares worth $985K. The position accounts for 0.26% of the portfolio, ranked #56.

Mosaic Family Wealth first reported a position in VFQY in Q1 2021 and has held it in 4 quarters since. 36 funds tracked by Wall St. Rank hold VFQY as of Q4 2021.

  • Mosaic Family Wealth held 7,801 shares of Vanguard US Quality Factor ETF worth $985K as of Q4 2021.
  • Mosaic Family Wealth bought 873 Vanguard US Quality Factor ETF shares in Q4 2021, an estimated $108K.
  • Vanguard US Quality Factor ETF made up 0.26% of Mosaic Family Wealth's portfolio in Q4 2021, its #56 holding.
  • Mosaic Family Wealth first reported a position in Vanguard US Quality Factor ETF in Q1 2021 and has held it in 4 quarters since.
  • 36 funds tracked by Wall St. Rank held Vanguard US Quality Factor ETF as of Q4 2021.

Based on Mosaic Family Wealth's 13F filing for Q4 2021, filed 25 Jan 2022.