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Tortoise Investment Management’s Vanguard US Value Factor ETF VFVA Stock Holding History

Tortoise Investment 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
2021
Q3 		– Sell
-130
Closed -$13K – 638
2021
Q2 		$13K Buy
+130
New +$12.9K ﹤0.01% 440

Other funds holding VFVA

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
PWS
Paragon Wealth Strategies Jacksonville, Florida $363M AUM 24.36% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
SWM
Soundmark Wealth Management Kirkland, Washington $225M AUM 17.51% 1-Year Est. Return
FRA
Frank Rimerman Advisors Palo Alto, California $1.53B AUM 30.5% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Tortoise Investment Management's VFVA Position: Q3 2021 in Review

Tortoise Investment Management sold out of Vanguard US Value Factor ETF (VFVA) in Q3 2021, closing a stake of 130 shares — an estimated $13K sold.

Tortoise Investment Management first reported a position in VFVA in Q2 2021 and held it in 1 quarter. The position peaked at $13K in Q2 2021. 51 funds tracked by Wall St. Rank hold VFVA as of Q3 2021.

  • Tortoise Investment Management reported no remaining Vanguard US Value Factor ETF position as of Q3 2021 after selling out during the quarter.
  • Tortoise Investment Management sold 130 Vanguard US Value Factor ETF shares in Q3 2021, an estimated $13K.
  • Tortoise Investment Management first reported a position in Vanguard US Value Factor ETF in Q2 2021 and held it in 1 quarter.
  • Tortoise Investment Management's Vanguard US Value Factor ETF position peaked at $13K in Q2 2021.
  • 51 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q3 2021.

Based on Tortoise Investment Management's 13F filing for Q3 2021, filed 4 Nov 2021.