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WBH Advisory’s Vanguard US Value Factor ETF VFVA Stock Holding History

WBH Advisory’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
2024
Q3 		– Sell
-3,167
Closed -$358K – 326
2024
Q2 		$358K Hold
3,167
– – 0.04% 242
2024
Q1 		$378K Buy
3,167
+16
+0.5% +$1.8K 0.04% 239
2023
Q4 		$355K Buy
3,151
+21
+0.7% +$2.15K 0.04% 240
2023
Q3 		$313K Buy
3,130
+19
+0.6% +$1.96K 0.04% 246
2023
Q2 		$310K Sell
3,111
-1,060
-25% -$102K 0.04% 248
2023
Q1 		$404K Buy
+4,171
New +$428K 0.05% 221
2022
Q3 		$359K Sell
4,129
-290
-7% -$28K 0.05% 216
2022
Q2 		$405K Sell
4,419
-7,418
-63% -$749K 0.05% 218
2022
Q1 		$1.22M Buy
11,837
+1,584
+15% +$168K 0.15% 131
2021
Q4 		$1.08M Buy
10,253
+2,237
+28% +$232K 0.12% 148
2021
Q3 		$793K Buy
+8,016
New +$792K 0.11% 166

Other funds holding VFVA

RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 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 $218M AUM 10.22% 1-Year Est. Return
SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
MWM
MorganRosel Wealth Management Highlands Ranch, Colorado $254M AUM 18.87% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return

WBH Advisory's VFVA Position: Q3 2024 in Review

WBH Advisory sold out of Vanguard US Value Factor ETF (VFVA) in Q3 2024, closing a stake of 3,167 shares — an estimated $358K sold.

WBH Advisory first reported a position in VFVA in Q3 2021 and held it in 11 quarters. The position peaked at $1.22M in Q1 2022. 84 funds tracked by Wall St. Rank hold VFVA as of Q3 2024.

  • WBH Advisory reported no remaining Vanguard US Value Factor ETF position as of Q3 2024 after selling out during the quarter.
  • WBH Advisory sold 3,167 Vanguard US Value Factor ETF shares in Q3 2024, an estimated $358K.
  • WBH Advisory first reported a position in Vanguard US Value Factor ETF in Q3 2021 and held it in 11 quarters.
  • WBH Advisory's Vanguard US Value Factor ETF position peaked at $1.22M in Q1 2022.
  • 84 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q3 2024.

Based on WBH Advisory's 13F filing for Q3 2024, filed 15 Oct 2024.