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Stonehearth Capital Management’s Vanguard US Value Factor ETF VFVA Stock Holding History

Stonehearth Capital 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 		$759K Sell
5,116
-1,152
-18% -$165K 0.26% 41
2026
Q1 		$844K Sell
6,268
-86
-1% -$11.9K 0.33% 36
2025
Q4 		$844K Sell
6,354
-74
-1% -$9.55K 0.31% 38
2025
Q3 		$820K Sell
6,428
-82
-1% -$10.2K 0.32% 38
2025
Q2 		$770K Buy
+6,510
New +$726K 0.32% 38

Other funds holding VFVA

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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RA
Rockingstone Advisors Great Barrington, Massachusetts $249M AUM 31.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
MWA
Motive Wealth Advisors Birmingham, Michigan $243M AUM 23.91% 1-Year Est. Return
LG
LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Stonehearth Capital Management's VFVA Position: Q2 2026 in Review

Stonehearth Capital Management reduced its Vanguard US Value Factor ETF (VFVA) stake by 18% in Q2 2026, selling an estimated $165K and leaving 5,116 shares worth $759K. The position accounts for 0.26% of the portfolio, ranked #41.

Stonehearth Capital Management first reported a position in VFVA in Q2 2025 and has held it in 5 quarters since. The position peaked at $844K in Q1 2026. 17 funds tracked by Wall St. Rank hold VFVA as of Q2 2026.

  • Stonehearth Capital Management held 5,116 shares of Vanguard US Value Factor ETF worth $759K as of Q2 2026.
  • Stonehearth Capital Management sold 1,152 Vanguard US Value Factor ETF shares in Q2 2026, an estimated $165K.
  • Vanguard US Value Factor ETF made up 0.26% of Stonehearth Capital Management's portfolio in Q2 2026, its #41 holding.
  • Stonehearth Capital Management first reported a position in Vanguard US Value Factor ETF in Q2 2025 and has held it in 5 quarters since.
  • Stonehearth Capital Management's Vanguard US Value Factor ETF position peaked at $844K in Q1 2026.
  • 17 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q2 2026.

Based on Stonehearth Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.