TWM
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Titus Wealth Management’s Vanguard US Value Factor ETF VFVA Stock Holding History

Titus Wealth Management’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
2022
Q2 		$514K Hold
5,630
– – 0.26% 66
2022
Q1 		$601K Hold
5,630
– – 0.27% 65
2021
Q4 		$592K Hold
5,630
– – 0.27% 65
2021
Q3 		$557K Buy
+5,630
New +$556K 0.29% 63

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
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
FRA
Frank Rimerman Advisors Palo Alto, California $1.53B AUM 30.5% 1-Year Est. Return
BFS
Burrus Financial Services Salt Lake City, Utah $230M AUM 12.35% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $336M AUM 19.52% 1-Year Est. Return

Titus Wealth Management's VFVA Position: Q2 2022 in Review

Titus Wealth Management held its Vanguard US Value Factor ETF (VFVA) position steady in Q2 2022 at 5,630 shares worth $514K. The position accounts for 0.26% of the portfolio, ranked #66.

Titus Wealth Management first reported a position in VFVA in Q3 2021 and has held it in 4 quarters since. The position peaked at $601K in Q1 2022. 72 funds tracked by Wall St. Rank hold VFVA as of Q2 2022.

  • Titus Wealth Management held 5,630 shares of Vanguard US Value Factor ETF worth $514K as of Q2 2022.
  • Titus Wealth Management left its Vanguard US Value Factor ETF share count unchanged in Q2 2022.
  • Vanguard US Value Factor ETF made up 0.26% of Titus Wealth Management's portfolio in Q2 2022, its #66 holding.
  • Titus Wealth Management first reported a position in Vanguard US Value Factor ETF in Q3 2021 and has held it in 4 quarters since.
  • Titus Wealth Management's Vanguard US Value Factor ETF position peaked at $601K in Q1 2022.
  • 72 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.