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Private Trust Company’s Vanguard US Quality Factor ETF VFQY Stock Holding History

Private Trust Company’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
2025
Q1 		– Sell
-251
Closed -$35.4K – 2546
2024
Q4 		$35.4K Buy
+251
New +$36.3K ﹤0.01% 1293

Other funds holding VFQY

ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
MWA
Medallion Wealth Advisors Farmington, Connecticut $306M AUM 16.91% 1-Year Est. Return

Private Trust Company's VFQY Position: Q1 2025 in Review

Private Trust Company sold out of Vanguard US Quality Factor ETF (VFQY) in Q1 2025, closing a stake of 251 shares — an estimated $35.4K sold.

Private Trust Company first reported a position in VFQY in Q4 2024 and held it in 1 quarter. The position peaked at $35.4K in Q4 2024. 80 funds tracked by Wall St. Rank hold VFQY as of Q1 2025.

  • Private Trust Company reported no remaining Vanguard US Quality Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Private Trust Company sold 251 Vanguard US Quality Factor ETF shares in Q1 2025, an estimated $35.4K.
  • Private Trust Company first reported a position in Vanguard US Quality Factor ETF in Q4 2024 and held it in 1 quarter.
  • Private Trust Company's Vanguard US Quality Factor ETF position peaked at $35.4K in Q4 2024.
  • 80 funds tracked by Wall St. Rank held Vanguard US Quality Factor ETF as of Q1 2025.

Based on Private Trust Company's 13F filing for Q1 2025, filed 28 Apr 2025.