Fortis Advisors LLC Sells 29,718 Shares of Vanguard U.S. Value Factor (BATS:VFVA)

Fortis Advisors LLC decreased its holdings in Vanguard U.S. Value Factor (BATS:VFVA) by 53.2% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 26,122 shares of the company’s stock after selling 29,718 shares during the quarter. Vanguard U.S. Value Factor accounts for about 2.0% of Fortis Advisors LLC’s portfolio, making the stock its 14th largest holding. Fortis Advisors LLC owned approximately 0.43% of Vanguard U.S. Value Factor worth $3,149,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of the business. Western Pacific Wealth Management LP acquired a new stake in shares of Vanguard U.S. Value Factor in the third quarter valued at approximately $128,000. Kathmere Capital Management LLC raised its stake in Vanguard U.S. Value Factor by 2.3% in the second quarter. Kathmere Capital Management LLC now owns 4,251 shares of the company’s stock valued at $481,000 after purchasing an additional 94 shares in the last quarter. Milestone Investment Advisors LLC raised its stake in Vanguard U.S. Value Factor by 24.1% in the third quarter. Milestone Investment Advisors LLC now owns 4,297 shares of the company’s stock valued at $518,000 after purchasing an additional 834 shares in the last quarter. Centaurus Financial Inc. lifted its position in 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 purchasing an additional 191 shares during the period. Finally, Commonwealth Equity Services LLC grew its stake in Vanguard U.S. Value Factor by 50.9% during the second quarter. Commonwealth Equity Services LLC now owns 5,390 shares of the company’s stock worth $610,000 after buying an additional 1,818 shares in the last quarter.

Vanguard U.S. Value Factor Trading Up 0.3 %

VFVA stock opened at $125.30 on Tuesday. The firm has a 50 day moving average price of $120.97 and a 200-day moving average price of $117.61. The company has a market cap of $755.56 million, a price-to-earnings ratio of 8.28 and a beta of 0.96.

Vanguard U.S. Value Factor Company 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.