Wealth Enhancement Advisory Services
VFVA icon

Wealth Enhancement Advisory Services’s Vanguard US Value Factor ETF VFVA Stock Holding History

Wealth Enhancement Advisory Services’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 		$595K Buy
3,925
+2,357
+150% +$338K ﹤0.01% 2527
2026
Q1 		$212K Sell
1,568
-1,132
-42% -$156K ﹤0.01% 3088
2025
Q4 		$369K Buy
2,700
+2
+0.1% +$258 ﹤0.01% 2731
2025
Q3 		$345K Sell
2,698
-246
-8% -$30.5K ﹤0.01% 2660
2025
Q2 		$362K Sell
2,944
-749
-20% -$83.5K ﹤0.01% 2475
2025
Q1 		$421K Buy
3,693
+1
+0% +$119 ﹤0.01% 2169
2024
Q4 		$437K Buy
3,692
+2
+0.1% +$246 ﹤0.01% 2089
2024
Q3 		$445K Sell
3,690
-1,710
-32% -$200K ﹤0.01% 1896
2024
Q2 		$611K Hold
5,400
– – ﹤0.01% 1520
2024
Q1 		$644K Buy
5,400
+750
+16% +$84.3K ﹤0.01% 1450
2023
Q4 		$524K Sell
4,650
-29
-0.6% -$2.96K ﹤0.01% 1474
2023
Q3 		$468K Buy
+4,679
New +$482K ﹤0.01% 1466

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

Wealth Enhancement Advisory Services's VFVA Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Vanguard US Value Factor ETF (VFVA) stake by 150% in Q2 2026, buying an estimated $338K and bringing the position to 3,925 shares worth $595K. The position accounts for ﹤0.01% of the portfolio, ranked #2527.

Wealth Enhancement Advisory Services first reported a position in VFVA in Q3 2023 and has held it in 12 quarters since. The position peaked at $644K in Q1 2024. 93 funds tracked by Wall St. Rank hold VFVA as of Q2 2026.

  • Wealth Enhancement Advisory Services held 3,925 shares of Vanguard US Value Factor ETF worth $595K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 2,357 Vanguard US Value Factor ETF shares in Q2 2026, an estimated $338K.
  • Vanguard US Value Factor ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2527 holding.
  • Wealth Enhancement Advisory Services first reported a position in Vanguard US Value Factor ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Vanguard US Value Factor ETF position peaked at $644K in Q1 2024.
  • 93 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.