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Principal Securities’s Vanguard US Value Factor ETF VFVA Stock Holding History

Principal Securities’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
Q4 		– Sell
-100
Closed -$12.8K – 3430
2025
Q3 		$12.8K Hold
100
– – ﹤0.01% 2620
2025
Q2 		$11.8K Hold
100
– – ﹤0.01% 2553
2025
Q1 		$11.8K Hold
100
– – ﹤0.01% 2451
2024
Q4 		$11.8K Hold
100
– – ﹤0.01% 2447
2024
Q3 		$12.1K Hold
100
– – ﹤0.01% 2353
2024
Q2 		$11.3K Hold
100
– – ﹤0.01% 2333
2024
Q1 		$11.9K Hold
100
– – ﹤0.01% 2247
2023
Q4 		$11.3K Buy
+100
New +$10.2K ﹤0.01% 2182

Other funds holding VFVA

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
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
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
BFS
Burrus Financial Services Salt Lake City, Utah $218M AUM 10.22% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Principal Securities's VFVA Position: Q4 2025 in Review

Principal Securities sold out of Vanguard US Value Factor ETF (VFVA) in Q4 2025, closing a stake of 100 shares — an estimated $12.8K sold.

Principal Securities first reported a position in VFVA in Q4 2023 and held it in 8 quarters. The position peaked at $12.8K in Q3 2025. 94 funds tracked by Wall St. Rank hold VFVA as of Q4 2025.

  • Principal Securities reported no remaining Vanguard US Value Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 100 Vanguard US Value Factor ETF shares in Q4 2025, an estimated $12.8K.
  • Principal Securities first reported a position in Vanguard US Value Factor ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Vanguard US Value Factor ETF position peaked at $12.8K in Q3 2025.
  • 94 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.