NewEdge Advisors
VFVA icon

NewEdge Advisors’s Vanguard US Value Factor ETF VFVA Stock Holding History

NewEdge Advisors’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
Q2 		– Sell
-40,439
Closed -$4.61M – 4166
2025
Q1 		$4.61M Sell
40,439
-10,668
-21% -$1.27M 0.03% 531
2024
Q4 		$6.05M Sell
51,107
-406
-0.8% -$49.9K 0.04% 435
2024
Q3 		$6.21M Sell
51,513
-13,792
-21% -$1.62M 0.04% 410
2024
Q2 		$7.38M Buy
65,305
+63,543
+3,606% +$7.27M 0.05% 338
2024
Q1 		$210K Buy
+1,762
New +$198K ﹤0.01% 1820

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Armbruster Capital Management
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Anderson Hoagland & Co
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Burrus Financial Services
Burrus Financial Services Salt Lake City, Utah $222M AUM 5.43% 1-Year Est. Return
Equitable Holdings
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
RWA Wealth Partners
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Menora Mivtachim Holdings
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
Sterling Manor Financial
Sterling Manor Financial Saratoga Springs, New York $173M AUM
UMB Bank
UMB Bank Kansas City, Missouri $7.69B AUM 20.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NewEdge Advisors's VFVA Position: Q2 2025 in Review

NewEdge Advisors sold out of Vanguard US Value Factor ETF (VFVA) in Q2 2025, closing a stake of 40,439 shares — an estimated $4.61M sold.

NewEdge Advisors first reported a position in VFVA in Q1 2024 and held it in 5 quarters. The position peaked at $7.38M in Q2 2024. 89 funds tracked by Wall St. Rank hold VFVA as of Q2 2025.

  • NewEdge Advisors reported no remaining Vanguard US Value Factor ETF position as of Q2 2025 after selling out during the quarter.
  • NewEdge Advisors sold 40,439 Vanguard US Value Factor ETF shares in Q2 2025, an estimated $4.61M.
  • NewEdge Advisors first reported a position in Vanguard US Value Factor ETF in Q1 2024 and held it in 5 quarters.
  • NewEdge Advisors's Vanguard US Value Factor ETF position peaked at $7.38M in Q2 2024.
  • 89 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q2 2025.

Based on NewEdge Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.