United Advisor Group’s Vanguard US Quality Factor ETF VFQY Stock Holding History

United Advisor Group’s Portfolio VFQY Stock Details VFQY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$235K	Hold	1,380	–	–	0.02%	485
2026 Q1	$206K	Hold	1,380	–	–	0.03%	484
2025 Q4	$212K	Hold	1,380	–	–	0.03%	458
2025 Q3	$208K	Buy	+1,380	New	+$205K	0.03%	438
2024 Q3	–	Sell	-1,537	Closed	-$206K	–	355
2024 Q2	$206K	Buy	+1,537	New	+$205K	0.06%	253

Other funds holding VFQY

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

GWA

Genesis Wealth Advisors Braintree, Massachusetts $167M AUM 17.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

CWMS

Cannon Wealth Management Services Winston Salem, North Carolina $183M AUM 18.59% 1-Year Est. Return

MWA

Medallion Wealth Advisors Farmington, Connecticut $317M AUM 21.26% 1-Year Est. Return

United Advisor Group's VFQY Position: Q2 2026 in Review

United Advisor Group held its Vanguard US Quality Factor ETF (VFQY) position steady in Q2 2026 at 1,380 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #485.

United Advisor Group first reported a position in VFQY in Q2 2024 and has held it in 5 quarters since. 95 funds tracked by Wall St. Rank hold VFQY as of Q2 2026.

United Advisor Group held 1,380 shares of Vanguard US Quality Factor ETF worth $235K as of Q2 2026.
United Advisor Group left its Vanguard US Quality Factor ETF share count unchanged in Q2 2026.
Vanguard US Quality Factor ETF made up 0.02% of United Advisor Group's portfolio in Q2 2026, its #485 holding.
United Advisor Group first reported a position in Vanguard US Quality Factor ETF in Q2 2024 and has held it in 5 quarters since.
95 funds tracked by Wall St. Rank held Vanguard US Quality Factor ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.