Soundmark Wealth Management LLC Has $2.47 Million Holdings in Vanguard U.S. Value Factor (BATS:VFVA)

Soundmark Wealth Management LLC lessened its stake in Vanguard U.S. Value Factor (BATS:VFVAFree Report) by 24.2% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 20,676 shares of the company’s stock after selling 6,615 shares during the quarter. Vanguard U.S. Value Factor accounts for about 1.1% of Soundmark Wealth Management LLC’s investment portfolio, making the stock its 25th biggest holding. Soundmark Wealth Management LLC owned about 0.39% of Vanguard U.S. Value Factor worth $2,468,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Armbruster Capital Management Inc. boosted its holdings in shares of Vanguard U.S. Value Factor by 1.5% in the fourth quarter. Armbruster Capital Management Inc. now owns 429,032 shares of the company’s stock valued at $48,339,000 after buying an additional 6,403 shares during the period. Keystone Financial Group lifted its position in shares of Vanguard U.S. Value Factor by 10.5% in the fourth quarter. Keystone Financial Group now owns 7,358 shares of the company’s stock worth $829,000 after purchasing an additional 700 shares in the last quarter. Anderson Hoagland & Co. lifted its position in shares of Vanguard U.S. Value Factor by 1.1% in the fourth quarter. Anderson Hoagland & Co. now owns 250,128 shares of the company’s stock worth $27,246,000 after purchasing an additional 2,639 shares in the last quarter. Cerity Partners LLC lifted its position in shares of Vanguard U.S. Value Factor by 21.0% in the fourth quarter. Cerity Partners LLC now owns 14,198 shares of the company’s stock worth $1,600,000 after purchasing an additional 2,462 shares in the last quarter. Finally, Trilogy Capital Inc. bought a new stake in shares of Vanguard U.S. Value Factor in the fourth quarter worth $763,000.

Vanguard U.S. Value Factor Stock Performance

Shares of VFVA traded up $0.21 during trading hours on Friday, hitting $112.92. The company had a trading volume of 17,449 shares. The stock has a market capitalization of $680.91 million, a price-to-earnings ratio of 8.28 and a beta of 0.96. The stock has a 50 day moving average price of $114.19 and a two-hundred day moving average price of $113.07.

About Vanguard U.S. Value Factor

(Free Report)

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.

See Also

Institutional Ownership by Quarter for Vanguard U.S. Value Factor (BATS:VFVA)

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