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RWA Wealth Partners’s Vanguard US Value Factor ETF VFVA Stock Holding History

RWA Wealth Partners’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
2026
Q2 		$10.8M Sell
72,691
-4,007
-5% -$575K 0.1% 112
2026
Q1 		$10.3M Sell
76,698
-6,310
-8% -$872K 0.11% 100
2025
Q4 		$11M Sell
83,008
-10,412
-11% -$1.34M 0.12% 102
2025
Q3 		$11.9M Sell
93,420
-26,975
-22% -$3.35M 0.14% 97
2025
Q2 		$14.2M Sell
120,395
-389,414
-76% -$43.4M 0.18% 85
2025
Q1 		$58.1M Sell
509,809
-24,745
-5% -$2.95M 0.73% 24
2024
Q4 		$63.3M Sell
534,554
-65,752
-11% -$8.08M 0.78% 17
2024
Q3 		$72.4M Buy
600,306
+2,859
+0.5% +$335K 0.9% 16
2024
Q2 		$67.6M Sell
597,447
-17,065
-3% -$1.95M 0.89% 16
2024
Q1 		$73.3M Sell
614,512
-3,108
-0.5% -$349K 0.99% 15
2023
Q4 		$69.6M Sell
617,620
-8,930
-1% -$913K 0.99% 15
2023
Q3 		$62.7M Sell
626,550
-9,456
-1% -$974K 1.37% 9
2023
Q2 		$63.4M Sell
636,006
-29,373
-4% -$2.82M 1.39% 9
2023
Q1 		$64.5M Sell
665,379
-26,357
-4% -$2.71M 1.55% 9
2022
Q4 		$71.6M Sell
691,736
-1,024,324
-60% -$101M 1.78% 9
2022
Q3 		$149M Buy
1,716,060
+44,996
+3% +$4.35M 10.5% 2
2022
Q2 		$153M Buy
+1,671,064
New +$169M 10.3% 2

Other funds holding VFVA

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 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
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $851M AUM 22.16% 1-Year Est. Return

RWA Wealth Partners's VFVA Position: Q2 2026 in Review

RWA Wealth Partners reduced its Vanguard US Value Factor ETF (VFVA) stake by 5.2% in Q2 2026, selling an estimated $575K and leaving 72,691 shares worth $10.8M. The position accounts for 0.1% of the portfolio, ranked #112.

RWA Wealth Partners first reported a position in VFVA in Q2 2022 and has held it in 17 quarters since. The position peaked at $153M in Q2 2022. 93 funds tracked by Wall St. Rank hold VFVA as of Q2 2026.

  • RWA Wealth Partners held 72,691 shares of Vanguard US Value Factor ETF worth $10.8M as of Q2 2026.
  • RWA Wealth Partners sold 4,007 Vanguard US Value Factor ETF shares in Q2 2026, an estimated $575K.
  • Vanguard US Value Factor ETF made up 0.1% of RWA Wealth Partners's portfolio in Q2 2026, its #112 holding.
  • RWA Wealth Partners first reported a position in Vanguard US Value Factor ETF in Q2 2022 and has held it in 17 quarters since.
  • RWA Wealth Partners's Vanguard US Value Factor ETF position peaked at $153M in Q2 2022.
  • 93 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.