Sovereign Financial Group Inc. Acquires 986 Shares of Vanguard U.S. Value Factor (BATS:VFVA)

Sovereign Financial Group Inc. grew its holdings in shares of Vanguard U.S. Value Factor (BATS:VFVA) by 8.3% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 12,849 shares of the company’s stock after acquiring an additional 986 shares during the period. Sovereign Financial Group Inc. owned about 0.21% of Vanguard U.S. Value Factor worth $1,549,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds also recently bought and sold shares of the company. NewEdge Advisors LLC boosted its holdings in Vanguard U.S. Value Factor by 3,606.3% in the 2nd quarter. NewEdge Advisors LLC now owns 65,305 shares of the company’s stock worth $7,384,000 after buying an additional 63,543 shares during the period. MorganRosel Wealth Management LLC boosted its holdings in Vanguard U.S. Value Factor by 0.7% in the 1st quarter. MorganRosel Wealth Management LLC now owns 56,095 shares of the company’s stock worth $6,694,000 after buying an additional 371 shares during the period. CoreFirst Bank & Trust bought a new position in Vanguard U.S. Value Factor in the 4th quarter worth $420,000. Motive Wealth Advisors bought a new position in shares of Vanguard U.S. Value Factor during the 1st quarter valued at about $263,000. Finally, Kathmere Capital Management LLC boosted its holdings in shares of Vanguard U.S. Value Factor by 2.3% during the 2nd 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 during the last quarter.

Vanguard U.S. Value Factor Price Performance

VFVA opened at $119.22 on Wednesday. The firm’s 50 day moving average is $117.71 and its 200-day moving average is $116.07. The company has a market cap of $718.87 million, a P/E 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.