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Strategic Investment Solutions’s Vanguard US Value Factor ETF VFVA Stock Holding History

Strategic Investment Solutions’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
2025
Q1 		– Sell
-44
Closed -$4.97K – 684
2024
Q4 		$4.97K Buy
+44
New +$5.41K ﹤0.01% 457
2023
Q4 		$16.8K Sell
149
-6,403
-98% -$654K ﹤0.01% 680
2023
Q3 		$674K Buy
6,552
+6,448
+6,200% +$664K 0.01% 362
2023
Q2 		$11.1K Sell
104
-475
-82% -$45.6K ﹤0.01% 545
2023
Q1 		$56.2K Buy
+579
New +$59.5K 0.01% 350

Other funds holding VFVA

RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 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
BFS
Burrus Financial Services Salt Lake City, Utah $230M AUM 12.35% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
MWM
MorganRosel Wealth Management Highlands Ranch, Colorado $254M AUM 18.87% 1-Year Est. Return

Strategic Investment Solutions's VFVA Position: Q1 2025 in Review

Strategic Investment Solutions sold out of Vanguard US Value Factor ETF (VFVA) in Q1 2025, closing a stake of 44 shares — an estimated $4.97K sold.

Strategic Investment Solutions first reported a position in VFVA in Q1 2023 and held it in 5 quarters. The position peaked at $674K in Q3 2023. 93 funds tracked by Wall St. Rank hold VFVA as of Q1 2025.

  • Strategic Investment Solutions reported no remaining Vanguard US Value Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Strategic Investment Solutions sold 44 Vanguard US Value Factor ETF shares in Q1 2025, an estimated $4.97K.
  • Strategic Investment Solutions first reported a position in Vanguard US Value Factor ETF in Q1 2023 and held it in 5 quarters.
  • Strategic Investment Solutions's Vanguard US Value Factor ETF position peaked at $674K in Q3 2023.
  • 93 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q1 2025.

Based on Strategic Investment Solutions's 13F filing for Q1 2025, filed 9 May 2025.