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Tillar-Wenstrup Advisors’s Vanguard US Value Factor ETF VFVA Stock Holding History

Tillar-Wenstrup Advisors’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
2023
Q1 		– Sell
-33,483
Closed -$3.3M – 34
2022
Q4 		$3.3M Sell
33,483
-3,356
-9% -$330K 1.6% 19
2022
Q3 		$3.2M Buy
36,839
+1,630
+5% +$158K 1.6% 20
2022
Q2 		$3.22M Buy
35,209
+579
+2% +$58.5K 1.61% 21
2022
Q1 		$3.7M Buy
+34,630
New +$3.66M 1.77% 20

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
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return
CCP
Cassia Capital Partners Winston Salem, North Carolina $194M AUM 16.42% 1-Year Est. Return

Tillar-Wenstrup Advisors's VFVA Position: Q1 2023 in Review

Tillar-Wenstrup Advisors sold out of Vanguard US Value Factor ETF (VFVA) in Q1 2023, closing a stake of 33,483 shares — an estimated $3.3M sold.

Tillar-Wenstrup Advisors first reported a position in VFVA in Q1 2022 and held it in 4 quarters. The position peaked at $3.7M in Q1 2022. 71 funds tracked by Wall St. Rank hold VFVA as of Q1 2023.

  • Tillar-Wenstrup Advisors reported no remaining Vanguard US Value Factor ETF position as of Q1 2023 after selling out during the quarter.
  • Tillar-Wenstrup Advisors sold 33,483 Vanguard US Value Factor ETF shares in Q1 2023, an estimated $3.3M.
  • Tillar-Wenstrup Advisors first reported a position in Vanguard US Value Factor ETF in Q1 2022 and held it in 4 quarters.
  • Tillar-Wenstrup Advisors's Vanguard US Value Factor ETF position peaked at $3.7M in Q1 2022.
  • 71 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q1 2023.

Based on Tillar-Wenstrup Advisors's 13F filing for Q1 2023.