UBS Group
VFVA icon

UBS Group’s Vanguard US Value Factor ETF VFVA Stock Holding History

UBS Group’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
Q2 		$1.5M Buy
10,092
+204
+2% +$29.3K ﹤0.01% 5368
2026
Q1 		$1.33M Buy
9,888
+2,288
+30% +$316K ﹤0.01% 5325
2025
Q4 		$1.01M Sell
7,600
-21,591
-74% -$2.79M ﹤0.01% 5568
2025
Q3 		$3.72M Sell
29,191
-22,739
-44% -$2.82M ﹤0.01% 4342
2025
Q2 		$6.14M Buy
51,930
+44,798
+628% +$5M ﹤0.01% 3658
2025
Q1 		$813K Sell
7,132
-195
-3% -$23.2K ﹤0.01% 5460
2024
Q4 		$867K Buy
7,327
+852
+13% +$105K ﹤0.01% 5427
2024
Q3 		$780K Sell
6,475
-13,942
-68% -$1.63M ﹤0.01% 4871
2024
Q2 		$2.31M Sell
20,417
-15,362
-43% -$1.76M ﹤0.01% 3614
2024
Q1 		$4.27M Buy
35,779
+24,349
+213% +$2.74M ﹤0.01% 3137
2023
Q4 		$1.29M Buy
11,430
+5,513
+93% +$564K ﹤0.01% 4266
2023
Q3 		$592K Sell
5,917
-20,765
-78% -$2.14M ﹤0.01% 4524
2023
Q2 		$2.66M Buy
26,682
+2,616
+11% +$251K ﹤0.01% 3250
2023
Q1 		$2.33M Buy
24,066
+21,544
+854% +$2.21M ﹤0.01% 3259
2022
Q4 		$249K Sell
2,522
-5,557
-69% -$546K ﹤0.01% 5279
2022
Q3 		$701K Buy
8,079
+7,845
+3,353% +$758K ﹤0.01% 4048
2022
Q2 		$21K Buy
+234
New +$23.6K ﹤0.01% 6826
2021
Q3 		– Sell
-683
Closed -$68K – 10124
2021
Q2 		$68K Buy
+683
New +$68K ﹤0.01% 6169
2021
Q1 		– Sell
-283
Closed -$22K – 9506
2020
Q4 		$22K Sell
283
-519
-65% -$37K ﹤0.01% 6884
2020
Q3 		$50K Buy
802
+739
+1,173% +$46.1K ﹤0.01% 5657
2020
Q2 		$4K Buy
+63
New +$3.48K ﹤0.01% 7482
2020
Q1 		– Sell
-370
Closed -$29K – 8453
2019
Q4 		$29K Sell
370
-557
-60% -$41.6K ﹤0.01% 6666
2019
Q3 		$67K Buy
+927
New +$65.7K ﹤0.01% 6022
2019
Q2 		– Sell
-1,834
Closed -$132K – 8185
2019
Q1 		$132K Buy
+1,834
New +$132K ﹤0.01% 4879
2018
Q4 		– Sell
-562
Closed -$45K – 8318
2018
Q3 		$45K Buy
+562
New +$45.3K ﹤0.01% 6239

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
EH
Equitable Holdings New York $16.7B AUM 24.23% 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
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

UBS Group's VFVA Position: Q2 2026 in Review

UBS Group increased its Vanguard US Value Factor ETF (VFVA) stake by 2.1% in Q2 2026, buying an estimated $29.3K and bringing the position to 10,092 shares worth $1.5M. The position accounts for ﹤0.01% of the portfolio, ranked #5368.

UBS Group first reported a position in VFVA in Q3 2018 and has held it in 25 quarters since. The position peaked at $6.14M in Q2 2025. 93 funds tracked by Wall St. Rank hold VFVA as of Q2 2026.

  • UBS Group held 10,092 shares of Vanguard US Value Factor ETF worth $1.5M as of Q2 2026.
  • UBS Group bought 204 Vanguard US Value Factor ETF shares in Q2 2026, an estimated $29.3K.
  • Vanguard US Value Factor ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #5368 holding.
  • UBS Group first reported a position in Vanguard US Value Factor ETF in Q3 2018 and has held it in 25 quarters since.
  • UBS Group's Vanguard US Value Factor ETF position peaked at $6.14M in Q2 2025.
  • 93 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.