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

Summit 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 Q2	$204K	Buy	+1,372	New	+$197K	﹤0.01%	1526

Other funds holding VFVA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

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

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Burrus Financial Services Salt Lake City, Utah $230M AUM 12.35% 1-Year Est. Return

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

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

Summit Financial's VFVA Position: Q2 2026 in Review

Summit Financial opened a new position in Vanguard US Value Factor ETF (VFVA) in Q2 2026: 1,372 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #1526 among its holdings.

93 funds tracked by Wall St. Rank hold VFVA as of Q2 2026.

Summit Financial held 1,372 shares of Vanguard US Value Factor ETF worth $204K as of Q2 2026.
Vanguard US Value Factor ETF was a new Summit Financial position in Q2 2026.
Vanguard US Value Factor ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1526 holding.
93 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.