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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

Other funds holding VFVA

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 $230M AUM 12.35% 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
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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. 87 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.
  • 87 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.