PWM
VFVA icon

Parkworth Wealth Management’s Vanguard US Value Factor ETF VFVA Stock Holding History

Parkworth Wealth Management’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 		$1.01M Sell
8,568
-4
-0% -$446 0.73% 29
2025
Q1 		$977K Buy
8,572
+85
+1% +$10.1K 0.78% 27
2024
Q4 		$1M Buy
+8,487
New +$1.04M 0.84% 25

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

Parkworth Wealth Management's VFVA Position: Q2 2025 in Review

Parkworth Wealth Management reduced its Vanguard US Value Factor ETF (VFVA) stake by 0.05% in Q2 2025, selling an estimated $446 and leaving 8,568 shares worth $1.01M. The position accounts for 0.73% of the portfolio, ranked #29.

Parkworth Wealth Management first reported a position in VFVA in Q4 2024 and has held it in 3 quarters since. 87 funds tracked by Wall St. Rank hold VFVA as of Q2 2025.

  • Parkworth Wealth Management held 8,568 shares of Vanguard US Value Factor ETF worth $1.01M as of Q2 2025.
  • Parkworth Wealth Management sold 4 Vanguard US Value Factor ETF shares in Q2 2025, an estimated $446.
  • Vanguard US Value Factor ETF made up 0.73% of Parkworth Wealth Management's portfolio in Q2 2025, its #29 holding.
  • Parkworth Wealth Management first reported a position in Vanguard US Value Factor ETF in Q4 2024 and has held it in 3 quarters since.
  • 87 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.