Vestment Financial’s Alpha Architect US Quantitative Value ETF QVAL Stock Holding History

Vestment Financial’s Portfolio QVAL Stock Details QVAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.01M	Buy	68,238 +1,460	+2%	+$86.8K	1.79%	15
2026 Q2	$3.76M	Buy	66,778 +1,954	+3%	+$107K	1.68%	16
2026 Q1	$3.58M	Sell	64,824 -506	-0.8%	-$26.3K	1.69%	16
2025 Q4	$3.34M	Sell	65,330 -1,839	-3%	-$87.2K	1.73%	15
2025 Q3	$3.17M	Buy	67,169 +1,427	+2%	+$64.1K	1.81%	15
2025 Q2	$2.94M	Buy	65,742 +4,256	+7%	+$181K	1.86%	16
2025 Q1	$2.64M	Buy	61,486 +7,593	+14%	+$338K	1.9%	14
2024 Q4	$2.42M	Buy	+53,893	New	+$2.47M	1.85%	15

Other funds holding QVAL

Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return

Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

One Plus One Wealth Management Jupiter, Florida $239M AUM 13.66% 1-Year Est. Return

L.K. Benson & Company Baltimore, Maryland $337M AUM 7.96% 1-Year Est. Return

Vista Investment Partners II Richmond, Indiana $248M AUM 31.15% 1-Year Est. Return

Innova Wealth Partners Newtown, Pennsylvania $256M AUM 17.55% 1-Year Est. Return

Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return

Vestment Financial's QVAL Position: Q3 2026 in Review

Vestment Financial increased its Alpha Architect US Quantitative Value ETF (QVAL) stake by 2.2% in Q3 2026, buying an estimated $86.8K and bringing the position to 68,238 shares worth $4.01M. The position accounts for 1.79% of the portfolio, ranked #15.

Vestment Financial first reported a position in QVAL in Q4 2024 and has held it in 8 quarters since. 20 funds tracked by Wall St. Rank hold QVAL as of Q3 2026.

Vestment Financial held 68,238 shares of Alpha Architect US Quantitative Value ETF worth $4.01M as of Q3 2026.
Vestment Financial bought 1,460 Alpha Architect US Quantitative Value ETF shares in Q3 2026, an estimated $86.8K.
Alpha Architect US Quantitative Value ETF made up 1.79% of Vestment Financial's portfolio in Q3 2026, its #15 holding.
Vestment Financial first reported a position in Alpha Architect US Quantitative Value ETF in Q4 2024 and has held it in 8 quarters since.
20 funds tracked by Wall St. Rank held Alpha Architect US Quantitative Value ETF as of Q3 2026.

Based on Vestment Financial's 13F filing for Q3 2026, filed 13 Oct 2026.