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

SHP 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
2026
Q2 		$14.8K Hold
100
– – ﹤0.01% 857
2026
Q1 		$13.5K Hold
100
– – ﹤0.01% 831
2025
Q4 		$13.3K Buy
+100
New +$12.9K ﹤0.01% 768

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
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
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $851M AUM 22.16% 1-Year Est. Return
LGA
Lebenthal Global Advisors Hauppauge, New York $741M AUM 22.36% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

SHP Wealth Management's VFVA Position: Q2 2026 in Review

SHP Wealth Management held its Vanguard US Value Factor ETF (VFVA) position steady in Q2 2026 at 100 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #857.

SHP Wealth Management first reported a position in VFVA in Q4 2025 and has held it in 3 quarters since. 52 funds tracked by Wall St. Rank hold VFVA as of Q2 2026.

  • SHP Wealth Management held 100 shares of Vanguard US Value Factor ETF worth $14.8K as of Q2 2026.
  • SHP Wealth Management left its Vanguard US Value Factor ETF share count unchanged in Q2 2026.
  • Vanguard US Value Factor ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #857 holding.
  • SHP Wealth Management first reported a position in Vanguard US Value Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 52 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.