EP Wealth Advisors LLC Sells 6,669 Shares of Vanguard U.S. Value Factor (BATS:VFVA)

EP Wealth Advisors LLC trimmed its stake in Vanguard U.S. Value Factor (BATS:VFVA) by 15.1% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 37,639 shares of the company’s stock after selling 6,669 shares during the quarter. EP Wealth Advisors LLC owned about 0.62% of Vanguard U.S. Value Factor worth $4,537,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. UMB Bank n.a. raised its position in shares of Vanguard U.S. Value Factor by 0.7% during the second 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 during the period. Commonwealth Equity Services LLC increased its stake in Vanguard U.S. Value Factor by 50.9% during the 2nd quarter. Commonwealth Equity Services LLC now owns 5,390 shares of the company’s stock valued at $610,000 after purchasing an additional 1,818 shares in the last quarter. Kathmere Capital Management LLC raised its holdings in Vanguard U.S. Value Factor by 2.3% during the second quarter. Kathmere Capital Management LLC now owns 4,251 shares of the company’s stock worth $481,000 after buying an additional 94 shares during the last quarter. NewEdge Advisors LLC grew its holdings in shares of Vanguard U.S. Value Factor by 3,606.3% during the second quarter. NewEdge Advisors LLC now owns 65,305 shares of the company’s stock valued at $7,384,000 after buying an additional 63,543 shares during the last quarter. Finally, Centaurus Financial Inc. increased its position in shares of Vanguard U.S. Value Factor by 3.9% during the second quarter. Centaurus Financial Inc. now owns 5,137 shares of the company’s stock worth $581,000 after acquiring an additional 191 shares in the last quarter.

Vanguard U.S. Value Factor Stock Performance

Shares of BATS VFVA opened at $126.32 on Monday. The company has a market cap of $761.70 million, a PE ratio of 8.28 and a beta of 0.96. The company has a fifty day simple moving average of $123.56 and a 200-day simple moving average of $118.72.

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.