VWA
VFVA icon

Visionary Wealth Advisors’s Vanguard US Value Factor ETF VFVA Stock Holding History

Visionary Wealth Advisors’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 		$1.35M Sell
9,093
-201
-2% -$28.8K 0.05% 256
2026
Q1 		$1.25M Sell
9,294
-177
-2% -$24.5K 0.06% 242
2025
Q4 		$1.26M Sell
9,471
-479
-5% -$61.8K 0.06% 241
2025
Q3 		$1.27M Sell
9,950
-1,154
-10% -$143K 0.06% 244
2025
Q2 		$1.31M Buy
11,104
+196
+2% +$21.9K 0.07% 242
2025
Q1 		$1.24M Sell
10,908
-854
-7% -$102K 0.07% 231
2024
Q4 		$1.39M Buy
11,762
+53
+0.5% +$6.51K 0.08% 212
2024
Q3 		$1.41M Sell
11,709
-1,298
-10% -$152K 0.09% 213
2024
Q2 		$1.47M Sell
13,007
-431
-3% -$49.3K 0.1% 204
2024
Q1 		$1.6M Sell
13,438
-1,328
-9% -$149K 0.11% 190
2023
Q4 		$1.66M Sell
14,766
-2,541
-15% -$260K 0.12% 171
2023
Q3 		$1.73M Sell
17,307
-894
-5% -$92.1K 0.14% 154
2023
Q2 		$1.81M Buy
18,201
+219
+1% +$21K 0.15% 149
2023
Q1 		$1.74M Buy
17,982
+411
+2% +$42.2K 0.15% 144
2022
Q4 		$1.73M Buy
17,571
+405
+2% +$39.8K 0.16% 129
2022
Q3 		$1.49M Buy
17,166
+1,398
+9% +$135K 0.15% 129
2022
Q2 		$1.44M Buy
15,768
+8,040
+104% +$812K 0.13% 143
2022
Q1 		$825K Buy
7,728
+1,345
+21% +$142K 0.07% 194
2021
Q4 		$671K Buy
6,383
+374
+6% +$38.7K 0.06% 197
2021
Q3 		$594K Buy
6,009
+1,282
+27% +$127K 0.06% 174
2021
Q2 		$472K Buy
4,727
+1,679
+55% +$167K 0.05% 207
2021
Q1 		$288K Buy
+3,048
New +$268K 0.03% 263

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

Visionary Wealth Advisors's VFVA Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its Vanguard US Value Factor ETF (VFVA) stake by 2.2% in Q2 2026, selling an estimated $28.8K and leaving 9,093 shares worth $1.35M. The position accounts for 0.05% of the portfolio, ranked #256.

Visionary Wealth Advisors first reported a position in VFVA in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.81M in Q2 2023. 93 funds tracked by Wall St. Rank hold VFVA as of Q2 2026.

  • Visionary Wealth Advisors held 9,093 shares of Vanguard US Value Factor ETF worth $1.35M as of Q2 2026.
  • Visionary Wealth Advisors sold 201 Vanguard US Value Factor ETF shares in Q2 2026, an estimated $28.8K.
  • Vanguard US Value Factor ETF made up 0.05% of Visionary Wealth Advisors's portfolio in Q2 2026, its #256 holding.
  • Visionary Wealth Advisors first reported a position in Vanguard US Value Factor ETF in Q1 2021 and has held it in 22 quarters since.
  • Visionary Wealth Advisors's Vanguard US Value Factor ETF position peaked at $1.81M in Q2 2023.
  • 93 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.