Steward Partners Investment Advisory’s Vanguard US Value Factor ETF VFVA Stock Holding History

Steward Partners Investment Advisory’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	$26K	Buy	+175	New	+$25.1K	﹤0.01%	3300
2023 Q1	–	Sell	-1	Closed	-$99	–	3424
2022 Q4	$99	Buy	+1	New	+$98	﹤0.01%	3296
2020 Q3	–	Sell	-160	Closed	-$9K	–	2857
2020 Q2	$9K	Sell	160 -805	-83%	-$44.5K	﹤0.01%	2097
2020 Q1	$45K	Hold	965	–	–	﹤0.01%	1306
2019 Q4	$75K	Hold	965	–	–	﹤0.01%	1246
2019 Q3	$69K	Hold	965	–	–	﹤0.01%	1225
2019 Q2	$70K	Buy	+965	New	+$70.3K	﹤0.01%	1204
2018 Q4	–	Sell	-185	Closed	-$15K	–	2103
2018 Q3	$15K	Buy	+185	New	+$14.9K	﹤0.01%	1706

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

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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Steward Partners Investment Advisory's VFVA Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in Vanguard US Value Factor ETF (VFVA) in Q2 2026: 175 shares worth $26K. The stake represents ﹤0.01% of the portfolio and ranks #3300 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in VFVA as recently as Q4 2022.

Steward Partners Investment Advisory first reported a position in VFVA in Q3 2018 and has held it in 8 quarters since. The position peaked at $75K in Q4 2019. 94 funds tracked by Wall St. Rank hold VFVA as of Q2 2026.

Steward Partners Investment Advisory held 175 shares of Vanguard US Value Factor ETF worth $26K as of Q2 2026.
Vanguard US Value Factor ETF was a new Steward Partners Investment Advisory position in Q2 2026.
Vanguard US Value Factor ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3300 holding.
Steward Partners Investment Advisory first reported a position in Vanguard US Value Factor ETF in Q3 2018 and has held it in 8 quarters since.
Steward Partners Investment Advisory's Vanguard US Value Factor ETF position peaked at $75K in Q4 2019.
94 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.