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Whittier Trust’s Vanguard US Value Factor ETF VFVA Stock Holding History

Whittier Trust’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 		$1.37M Buy
9,091
+33
+0.4% +$4.74K 0.01% 342
2026
Q1 		$1.23M Buy
9,058
+34
+0.4% +$4.7K 0.01% 326
2025
Q4 		$1.23M Buy
9,024
+38
+0.4% +$4.9K 0.01% 323
2025
Q3 		$1.16M Buy
8,986
+33
+0.4% +$4.1K 0.01% 323
2025
Q2 		$1.06M Buy
8,953
+43
+0.5% +$4.79K 0.01% 377
2025
Q1 		$1.02M Buy
8,910
+39
+0.4% +$4.65K 0.01% 378
2024
Q4 		$1.05M Buy
8,871
+42
+0.5% +$5.16K 0.01% 378
2024
Q3 		$1.06M Buy
8,829
+81
+0.9% +$9.5K 0.01% 372
2024
Q2 		$989K Hold
8,748
– – 0.01% 361
2024
Q1 		$1.04M Buy
8,748
+33
+0.4% +$3.71K 0.02% 356
2023
Q4 		$982K Buy
8,715
+43
+0.5% +$4.39K 0.02% 357
2023
Q3 		$868K Buy
8,672
+37
+0.4% +$3.81K 0.02% 368
2023
Q2 		$860K Buy
8,635
+49
+0.6% +$4.7K 0.02% 372
2023
Q1 		$833K Buy
8,586
+353
+4% +$36.3K 0.02% 378
2022
Q4 		$812K Buy
+8,233
New +$809K 0.02% 391

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

Whittier Trust's VFVA Position: Q2 2026 in Review

Whittier Trust increased its Vanguard US Value Factor ETF (VFVA) stake by 0.36% in Q2 2026, buying an estimated $4.74K and bringing the position to 9,091 shares worth $1.37M. The position accounts for 0.01% of the portfolio, ranked #342.

Whittier Trust first reported a position in VFVA in Q4 2022 and has held it in 15 quarters since. 93 funds tracked by Wall St. Rank hold VFVA as of Q2 2026.

  • Whittier Trust held 9,091 shares of Vanguard US Value Factor ETF worth $1.37M as of Q2 2026.
  • Whittier Trust bought 33 Vanguard US Value Factor ETF shares in Q2 2026, an estimated $4.74K.
  • Vanguard US Value Factor ETF made up 0.01% of Whittier Trust's portfolio in Q2 2026, its #342 holding.
  • Whittier Trust first reported a position in Vanguard US Value Factor ETF in Q4 2022 and has held it in 15 quarters since.
  • 93 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.