Vanguard U.S. Value Factor (BATS:VFVA) Shares Sold by EP Wealth Advisors LLC

EP Wealth Advisors LLC trimmed its stake in shares of Vanguard U.S. Value Factor (BATS:VFVA) by 4.0% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 44,308 shares of the company’s stock after selling 1,861 shares during the period. EP Wealth Advisors LLC’s holdings in Vanguard U.S. Value Factor were worth $5,010,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also modified their holdings of VFVA. Anderson Hoagland & Co. grew its holdings in shares of Vanguard U.S. Value Factor by 1.3% during the second quarter. Anderson Hoagland & Co. now owns 263,708 shares of the company’s stock worth $29,357,000 after buying an additional 3,463 shares in the last quarter. NewEdge Advisors LLC grew its stake in Vanguard U.S. Value Factor by 3,606.3% during the 2nd quarter. NewEdge Advisors LLC now owns 65,305 shares of the company’s stock valued at $7,384,000 after acquiring an additional 63,543 shares in the last quarter. MorganRosel Wealth Management LLC raised its holdings in Vanguard U.S. Value Factor by 5.7% in the 2nd quarter. MorganRosel Wealth Management LLC now owns 59,295 shares of the company’s stock valued at $6,704,000 after acquiring an additional 3,200 shares during the last quarter. UMB Bank n.a. lifted its stake in Vanguard U.S. Value Factor by 0.7% in the 2nd quarter. UMB Bank n.a. now owns 58,774 shares of the company’s stock worth $6,646,000 after purchasing an additional 433 shares in the last quarter. Finally, Stokes Family Office LLC boosted its holdings in shares of Vanguard U.S. Value Factor by 7.1% during the 2nd quarter. Stokes Family Office LLC now owns 46,784 shares of the company’s stock worth $5,290,000 after purchasing an additional 3,101 shares during the last quarter.

Vanguard U.S. Value Factor Stock Performance

BATS:VFVA opened at $120.54 on Tuesday. The firm has a market capitalization of $726.86 million, a PE ratio of 8.28 and a beta of 0.96. The firm has a 50 day moving average of $117.85 and a 200 day moving average of $115.90.

Vanguard U.S. Value Factor Profile

The Vanguard U.S. Value Factor ETF (VFVA) is an exchange-traded fund that is based on the CRSP U.S. Large Cap Value index. The fund is an actively managed fund of US equities with lower share prices relative to fundamental values, as determined by the manager. The fund seeks long-term capital appreciation.