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UMB Bank’s Vanguard US Value Factor ETF VFVA Stock Holding History

UMB Bank’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 		$7.26M Sell
48,898
-1,409
-3% -$202K 0.09% 149
2026
Q1 		$6.77M Sell
50,307
-85
-0.2% -$11.7K 0.09% 147
2025
Q4 		$6.69M Buy
50,392
+1,199
+2% +$155K 0.09% 154
2025
Q3 		$6.27M Sell
49,193
-5,102
-9% -$634K 0.09% 149
2025
Q2 		$6.42M Buy
54,295
+364
+0.7% +$40.6K 0.1% 146
2025
Q1 		$6.15M Sell
53,931
-4,030
-7% -$480K 0.1% 143
2024
Q4 		$6.86M Buy
57,961
+284
+0.5% +$34.9K 0.11% 132
2024
Q3 		$6.95M Sell
57,677
-1,097
-2% -$129K 0.11% 133
2024
Q2 		$6.65M Buy
58,774
+433
+0.7% +$49.6K 0.11% 136
2024
Q1 		$6.96M Buy
58,341
+1,154
+2% +$130K 0.11% 137
2023
Q4 		$6.44M Buy
57,187
+261
+0.5% +$26.7K 0.09% 146
2023
Q3 		$5.7M Sell
56,926
-46,404
-45% -$4.78M 0.09% 153
2023
Q2 		$10.3M Sell
103,330
-15,826
-13% -$1.52M 0.16% 127
2023
Q1 		$11.6M Sell
119,156
-13,605
-10% -$1.4M 0.18% 113
2022
Q4 		$13.1M Sell
132,761
-32,241
-20% -$3.17M 0.21% 107
2022
Q3 		$14.3M Buy
165,002
+5,402
+3% +$522K 0.24% 91
2022
Q2 		$14.6M Buy
159,600
+204
+0.1% +$20.6K 0.23% 97
2022
Q1 		$17M Buy
159,396
+4,529
+3% +$479K 0.23% 100
2021
Q4 		$16.3M Buy
+154,867
New +$16M 0.21% 106

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
CAWM
Capital Advisors Wealth Management Yakima, Washington $851M AUM 22.16% 1-Year Est. Return

UMB Bank's VFVA Position: Q2 2026 in Review

UMB Bank reduced its Vanguard US Value Factor ETF (VFVA) stake by 2.8% in Q2 2026, selling an estimated $202K and leaving 48,898 shares worth $7.26M. The position accounts for 0.09% of the portfolio, ranked #149.

UMB Bank first reported a position in VFVA in Q4 2021 and has held it in 19 quarters since. The position peaked at $17M in Q1 2022. 93 funds tracked by Wall St. Rank hold VFVA as of Q2 2026.

  • UMB Bank held 48,898 shares of Vanguard US Value Factor ETF worth $7.26M as of Q2 2026.
  • UMB Bank sold 1,409 Vanguard US Value Factor ETF shares in Q2 2026, an estimated $202K.
  • Vanguard US Value Factor ETF made up 0.09% of UMB Bank's portfolio in Q2 2026, its #149 holding.
  • UMB Bank first reported a position in Vanguard US Value Factor ETF in Q4 2021 and has held it in 19 quarters since.
  • UMB Bank's Vanguard US Value Factor ETF position peaked at $17M in Q1 2022.
  • 93 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.