SMF
VFVA icon

Sterling Manor Financial’s Vanguard US Value Factor ETF VFVA Stock Holding History

Sterling Manor Financial’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
Q1 		$7.96M Sell
59,117
-3,398
-5% -$470K 4.98% 10
2025
Q4 		$8.3M Sell
62,515
-199
-0.3% -$25.7K 5.18% 10
2025
Q3 		$8M Sell
62,714
-7,997
-11% -$993K 5.04% 12
2025
Q2 		$8.37M Sell
70,711
-1,347
-2% -$150K 5.58% 8
2025
Q1 		$8.21M Sell
72,058
-38,272
-35% -$4.56M 5.87% 8
2024
Q4 		$13.1M Sell
110,330
-2,695
-2% -$331K 9.11% 3
2024
Q3 		$13.6M Sell
113,025
-1,830
-2% -$215K 9.23% 3
2024
Q2 		$13M Sell
114,855
-14,628
-11% -$1.67M 9.88% 4
2024
Q1 		$15.5M Buy
+129,483
New +$14.6M 11.6% 3

Other funds holding VFVA

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 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
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
BFS
Burrus Financial Services Salt Lake City, Utah $218M AUM 10.22% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

Sterling Manor Financial's VFVA Position: Q1 2026 in Review

Sterling Manor Financial reduced its Vanguard US Value Factor ETF (VFVA) stake by 5.4% in Q1 2026, selling an estimated $470K and leaving 59,117 shares worth $7.96M. The position accounts for 4.98% of the portfolio, ranked #10.

Sterling Manor Financial first reported a position in VFVA in Q1 2024 and has held it in 9 quarters since. The position peaked at $15.5M in Q1 2024. 94 funds tracked by Wall St. Rank hold VFVA as of Q1 2026.

  • Sterling Manor Financial held 59,117 shares of Vanguard US Value Factor ETF worth $7.96M as of Q1 2026.
  • Sterling Manor Financial sold 3,398 Vanguard US Value Factor ETF shares in Q1 2026, an estimated $470K.
  • Vanguard US Value Factor ETF made up 4.98% of Sterling Manor Financial's portfolio in Q1 2026, its #10 holding.
  • Sterling Manor Financial first reported a position in Vanguard US Value Factor ETF in Q1 2024 and has held it in 9 quarters since.
  • Sterling Manor Financial's Vanguard US Value Factor ETF position peaked at $15.5M in Q1 2024.
  • 94 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q1 2026.

Based on Sterling Manor Financial's 13F filing for Q1 2026, filed 13 Apr 2026.