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Smart Money Group’s Vanguard US Value Factor ETF VFVA Stock Holding History

Smart Money Group’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 		$379K Buy
2,552
+41
+2% +$5.88K 0.1% 78
2026
Q1 		$338K Buy
2,511
+8
+0.3% +$1.11K 0.1% 75
2025
Q4 		$332K Buy
2,503
+11
+0.4% +$1.42K 0.1% 78
2025
Q3 		$318K Buy
2,492
+8
+0.3% +$993 0.09% 76
2025
Q2 		$294K Sell
2,484
-448
-15% -$50K 0.09% 66
2025
Q1 		$334K Sell
2,932
-29,788
-91% -$3.55M 0.11% 66
2024
Q4 		$3.87M Buy
32,720
+19
+0.1% +$2.33K 1.34% 22
2024
Q3 		$3.91M Sell
32,701
-582
-2% -$68.2K 1.39% 20
2024
Q2 		$4.08M Buy
33,283
+89
+0.3% +$10.2K 1.46% 21
2024
Q1 		$3.73M Sell
33,194
-981
-3% -$110K 1.45% 19
2023
Q4 		$3.85M Sell
34,175
-1,207
-3% -$123K 1.68% 16
2023
Q3 		$3.54M Sell
35,382
-2,457
-6% -$253K 1.68% 17
2023
Q2 		$3.77M Sell
37,839
-120,299
-76% -$11.5M 1.8% 16
2023
Q1 		$15.3M Sell
158,138
-72,201
-31% -$7.42M 7.66% 3
2022
Q4 		$22.7M Buy
+230,339
New +$22.6M 11.86% 1

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
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
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

Smart Money Group's VFVA Position: Q2 2026 in Review

Smart Money Group increased its Vanguard US Value Factor ETF (VFVA) stake by 1.6% in Q2 2026, buying an estimated $5.88K and bringing the position to 2,552 shares worth $379K. The position accounts for 0.1% of the portfolio, ranked #78.

Smart Money Group first reported a position in VFVA in Q4 2022 and has held it in 15 quarters since. The position peaked at $22.7M in Q4 2022. 94 funds tracked by Wall St. Rank hold VFVA as of Q2 2026.

  • Smart Money Group held 2,552 shares of Vanguard US Value Factor ETF worth $379K as of Q2 2026.
  • Smart Money Group bought 41 Vanguard US Value Factor ETF shares in Q2 2026, an estimated $5.88K.
  • Vanguard US Value Factor ETF made up 0.1% of Smart Money Group's portfolio in Q2 2026, its #78 holding.
  • Smart Money Group first reported a position in Vanguard US Value Factor ETF in Q4 2022 and has held it in 15 quarters since.
  • Smart Money Group's Vanguard US Value Factor ETF position peaked at $22.7M in Q4 2022.
  • 94 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q2 2026.

Based on Smart Money Group's 13F filing for Q2 2026, filed 29 Jul 2026.