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Smart Money Group’s Vanguard US Quality Factor ETF VFQY Stock Holding History

Smart Money Group’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
2022
Q3 		– Sell
-21,594
Closed -$2.12M – 51
2022
Q2 		$2.12M Sell
21,594
-1,554
-7% -$166K 1.47% 16
2022
Q1 		$2.69M Buy
+23,148
New +$2.7M 1.81% 17

Other funds holding VFQY

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
GFS
GYL Financial Synergies West Hartford, Connecticut $1.33B AUM 34.46% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.01B AUM 22.57% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

Smart Money Group's VFQY Position: Q3 2022 in Review

Smart Money Group sold out of Vanguard US Quality Factor ETF (VFQY) in Q3 2022, closing a stake of 21,594 shares — an estimated $2.12M sold.

Smart Money Group first reported a position in VFQY in Q1 2022 and held it in 2 quarters. The position peaked at $2.69M in Q1 2022. 46 funds tracked by Wall St. Rank hold VFQY as of Q3 2022.

  • Smart Money Group reported no remaining Vanguard US Quality Factor ETF position as of Q3 2022 after selling out during the quarter.
  • Smart Money Group sold 21,594 Vanguard US Quality Factor ETF shares in Q3 2022, an estimated $2.12M.
  • Smart Money Group first reported a position in Vanguard US Quality Factor ETF in Q1 2022 and held it in 2 quarters.
  • Smart Money Group's Vanguard US Quality Factor ETF position peaked at $2.69M in Q1 2022.
  • 46 funds tracked by Wall St. Rank held Vanguard US Quality Factor ETF as of Q3 2022.

Based on Smart Money Group's 13F filing for Q3 2022, filed 27 Oct 2022.