MFW
VFVA icon

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

Mosaic Family Wealth’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
2021
Q4 		$1.02M Buy
9,674
+1,038
+12% +$107K 0.26% 53
2021
Q3 		$854K Buy
8,636
+1,894
+28% +$187K 0.24% 60
2021
Q2 		$673K Buy
6,742
+4,448
+194% +$443K 0.19% 74
2021
Q1 		$217K Buy
+2,294
New +$202K 0.06% 150

Other funds holding VFVA

ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
PWS
Paragon Wealth Strategies Jacksonville, Florida $363M AUM 24.36% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
FRA
Frank Rimerman Advisors Palo Alto, California $1.77B AUM 41.18% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return
CCP
Cassia Capital Partners Winston Salem, North Carolina $206M AUM 18.25% 1-Year Est. Return

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

Mosaic Family Wealth increased its Vanguard US Value Factor ETF (VFVA) stake by 12% in Q4 2021, buying an estimated $107K and bringing the position to 9,674 shares worth $1.02M. The position accounts for 0.26% of the portfolio, ranked #53.

Mosaic Family Wealth first reported a position in VFVA in Q1 2021 and has held it in 4 quarters since. 53 funds tracked by Wall St. Rank hold VFVA as of Q4 2021.

  • Mosaic Family Wealth held 9,674 shares of Vanguard US Value Factor ETF worth $1.02M as of Q4 2021.
  • Mosaic Family Wealth bought 1,038 Vanguard US Value Factor ETF shares in Q4 2021, an estimated $107K.
  • Vanguard US Value Factor ETF made up 0.26% of Mosaic Family Wealth's portfolio in Q4 2021, its #53 holding.
  • Mosaic Family Wealth first reported a position in Vanguard US Value Factor ETF in Q1 2021 and has held it in 4 quarters since.
  • 53 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q4 2021.

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