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VFQY icon

Orion Portfolio Solutions’s Vanguard US Quality Factor ETF VFQY Stock Holding History

Orion Portfolio Solutions’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
2024
Q4 		– Sell
-1,667
Closed -$238K – 1915
2024
Q3 		$238K Buy
+1,667
New +$230K ﹤0.01% 1632

Other funds holding VFQY

SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPCP
Cedar Point Capital Partners Cedar Rapids, Iowa $174M AUM 19.71% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
GWA
Genesis Wealth Advisors Braintree, Massachusetts $150M AUM 15.35% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return

Orion Portfolio Solutions's VFQY Position: Q4 2024 in Review

Orion Portfolio Solutions sold out of Vanguard US Quality Factor ETF (VFQY) in Q4 2024, closing a stake of 1,667 shares — an estimated $238K sold.

Orion Portfolio Solutions first reported a position in VFQY in Q3 2024 and held it in 1 quarter. The position peaked at $238K in Q3 2024. 85 funds tracked by Wall St. Rank hold VFQY as of Q4 2024.

  • Orion Portfolio Solutions reported no remaining Vanguard US Quality Factor ETF position as of Q4 2024 after selling out during the quarter.
  • Orion Portfolio Solutions sold 1,667 Vanguard US Quality Factor ETF shares in Q4 2024, an estimated $238K.
  • Orion Portfolio Solutions first reported a position in Vanguard US Quality Factor ETF in Q3 2024 and held it in 1 quarter.
  • Orion Portfolio Solutions's Vanguard US Quality Factor ETF position peaked at $238K in Q3 2024.
  • 85 funds tracked by Wall St. Rank held Vanguard US Quality Factor ETF as of Q4 2024.

Based on Orion Portfolio Solutions's 13F filing for Q4 2024, filed 12 Feb 2025.