MorganRosel Wealth Management LLC Grows Holdings in Vanguard U.S. Value Factor (BATS:VFVA)

MorganRosel Wealth Management LLC lifted its holdings in Vanguard U.S. Value Factor (BATS:VFVA) by 0.7% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 56,095 shares of the company’s stock after buying an additional 371 shares during the quarter. Vanguard U.S. Value Factor makes up about 2.4% of MorganRosel Wealth Management LLC’s holdings, making the stock its 12th biggest holding. MorganRosel Wealth Management LLC owned 0.93% of Vanguard U.S. Value Factor worth $6,694,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Orion Portfolio Solutions LLC boosted its stake in Vanguard U.S. Value Factor by 26.7% in the 4th quarter. Orion Portfolio Solutions LLC now owns 59,465 shares of the company’s stock worth $6,682,000 after purchasing an additional 12,530 shares in the last quarter. Anderson Hoagland & Co. boosted its stake in Vanguard U.S. Value Factor by 4.0% in the 1st quarter. Anderson Hoagland & Co. now owns 260,245 shares of the company’s stock worth $29,894,000 after purchasing an additional 10,117 shares in the last quarter. Trilogy Capital Inc. bought a new position in Vanguard U.S. Value Factor in the 4th quarter worth about $763,000. Armbruster Capital Management Inc. boosted its stake in Vanguard U.S. Value Factor by 1.5% in the 4th quarter. Armbruster Capital Management Inc. now owns 429,032 shares of the company’s stock worth $48,339,000 after purchasing an additional 6,403 shares in the last quarter. Finally, CoreFirst Bank & Trust bought a new position in Vanguard U.S. Value Factor during the 4th quarter valued at about $420,000.

Vanguard U.S. Value Factor Stock Up 1.1 %

VFVA opened at $113.07 on Monday. The company has a market cap of $681.81 million, a PE ratio of 8.28 and a beta of 0.96. The company’s 50-day moving average is $114.33 and its 200-day moving average is $113.39.

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.