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Sunbelt Securities’s Vanguard US Value Factor ETF VFVA Stock Holding History

Sunbelt Securities’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 		$450K Hold
3,342
– – 0.03% 432
2025
Q4 		$444K Hold
3,342
– – 0.03% 434
2025
Q3 		$426K Buy
3,342
+300
+10% +$37.3K 0.03% 427
2025
Q2 		$360K Hold
3,042
– – 0.03% 430
2025
Q1 		$347K Hold
3,042
– – 0.03% 414
2024
Q4 		$358K Hold
3,042
– – 0.03% 433
2024
Q3 		$367K Hold
3,042
– – 0.04% 431
2024
Q2 		$344K Hold
3,042
– – 0.04% 419
2024
Q1 		$363K Sell
3,042
-70
-2% -$7.87K 0.04% 391
2023
Q4 		$351K Hold
3,112
– – 0.04% 380
2023
Q3 		$311K Hold
3,112
– – 0.04% 398
2023
Q2 		$310K Hold
3,112
– – 0.04% 382
2023
Q1 		$297K Sell
3,112
-83
-3% -$8.53K 0.05% 363
2022
Q4 		$315K Hold
3,195
– – 0.06% 337
2022
Q3 		$277K Hold
3,195
– – 0.06% 347
2022
Q2 		$292K Hold
3,195
– – 0.06% 338
2022
Q1 		$347K Hold
3,195
– – 0.06% 327
2021
Q4 		$339K Buy
3,195
+70
+2% +$7.25K 0.06% 343
2021
Q3 		$299K Hold
3,125
– – 0.05% 349
2021
Q2 		$299K Hold
3,125
– – 0.05% 349
2021
Q1 		$295K Buy
+3,125
New +$275K 0.06% 336

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
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 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
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return

Sunbelt Securities's VFVA Position: Q1 2026 in Review

Sunbelt Securities held its Vanguard US Value Factor ETF (VFVA) position steady in Q1 2026 at 3,342 shares worth $450K. The position accounts for 0.03% of the portfolio, ranked #432.

Sunbelt Securities first reported a position in VFVA in Q1 2021 and has held it in 21 quarters since. 94 funds tracked by Wall St. Rank hold VFVA as of Q1 2026.

  • Sunbelt Securities held 3,342 shares of Vanguard US Value Factor ETF worth $450K as of Q1 2026.
  • Sunbelt Securities left its Vanguard US Value Factor ETF share count unchanged in Q1 2026.
  • Vanguard US Value Factor ETF made up 0.03% of Sunbelt Securities's portfolio in Q1 2026, its #432 holding.
  • Sunbelt Securities first reported a position in Vanguard US Value Factor ETF in Q1 2021 and has held it in 21 quarters since.
  • 94 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.