Tidemark’s Vanguard US Quality Factor ETF VFQY Stock Holding History

Tidemark’s Portfolio VFQY Stock Details VFQY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$215K	Buy	1,260 +982	+353%	+$158K	0.05%	152
2026 Q1	$41.5K	Hold	278	–	–	0.01%	289
2025 Q4	$42.6K	Hold	278	–	–	0.01%	266
2025 Q3	$41.9K	Hold	278	–	–	0.01%	271
2025 Q2	$40K	Hold	278	–	–	0.01%	268
2025 Q1	$37.2K	Hold	278	–	–	0.01%	277
2024 Q4	$39.2K	Buy	+278	New	+$40.2K	0.02%	272

Other funds holding VFQY

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

GWA

Genesis Wealth Advisors Braintree, Massachusetts $167M AUM 17.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

CWMS

Cannon Wealth Management Services Winston Salem, North Carolina $183M AUM 18.59% 1-Year Est. Return

MWA

Medallion Wealth Advisors Farmington, Connecticut $317M AUM 21.26% 1-Year Est. Return

Tidemark's VFQY Position: Q2 2026 in Review

Tidemark increased its Vanguard US Quality Factor ETF (VFQY) stake by 353% in Q2 2026, buying an estimated $158K and bringing the position to 1,260 shares worth $215K. The position accounts for 0.05% of the portfolio, ranked #152.

Tidemark first reported a position in VFQY in Q4 2024 and has held it in 7 quarters since. 95 funds tracked by Wall St. Rank hold VFQY as of Q2 2026.

Tidemark held 1,260 shares of Vanguard US Quality Factor ETF worth $215K as of Q2 2026.
Tidemark bought 982 Vanguard US Quality Factor ETF shares in Q2 2026, an estimated $158K.
Vanguard US Quality Factor ETF made up 0.05% of Tidemark's portfolio in Q2 2026, its #152 holding.
Tidemark first reported a position in Vanguard US Quality Factor ETF in Q4 2024 and has held it in 7 quarters since.
95 funds tracked by Wall St. Rank held Vanguard US Quality Factor ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.