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Partners in Financial Planning’s Vanguard US Value Factor ETF VFVA Stock Holding History

Partners in Financial Planning’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
2022
Q2 		– Sell
-2,433
Closed -$252K – 97
2022
Q1 		$252K Buy
2,433
+30
+1% +$3.17K 0.08% 82
2021
Q4 		$254K Buy
2,403
+354
+17% +$36.7K 0.08% 83
2021
Q3 		$203K Buy
2,049
+37
+2% +$3.65K 0.06% 95
2021
Q2 		$201K Buy
+2,012
New +$200K 0.06% 90

Other funds holding VFVA

RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
FRA
Frank Rimerman Advisors Palo Alto, California $1.53B AUM 30.5% 1-Year Est. Return
BFS
Burrus Financial Services Salt Lake City, Utah $218M AUM 10.22% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $336M AUM 19.52% 1-Year Est. Return

Partners in Financial Planning's VFVA Position: Q2 2022 in Review

Partners in Financial Planning sold out of Vanguard US Value Factor ETF (VFVA) in Q2 2022, closing a stake of 2,433 shares — an estimated $252K sold.

Partners in Financial Planning first reported a position in VFVA in Q2 2021 and held it in 4 quarters. The position peaked at $254K in Q4 2021. 72 funds tracked by Wall St. Rank hold VFVA as of Q2 2022.

  • Partners in Financial Planning reported no remaining Vanguard US Value Factor ETF position as of Q2 2022 after selling out during the quarter.
  • Partners in Financial Planning sold 2,433 Vanguard US Value Factor ETF shares in Q2 2022, an estimated $252K.
  • Partners in Financial Planning first reported a position in Vanguard US Value Factor ETF in Q2 2021 and held it in 4 quarters.
  • Partners in Financial Planning's Vanguard US Value Factor ETF position peaked at $254K in Q4 2021.
  • 72 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q2 2022.

Based on Partners in Financial Planning's 13F filing for Q2 2022, filed 5 May 2025.