Capital Advisors Wealth Management LLC Acquires New Holdings in Vanguard U.S. Value Factor $VFVA

Capital Advisors Wealth Management LLC acquired a new stake in shares of Vanguard U.S. Value Factor (BATS:VFVA) during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 41,562 shares of the company’s stock, valued at approximately $5,301,000. Capital Advisors Wealth Management LLC owned approximately 0.81% of Vanguard U.S. Value Factor as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently added to or reduced their stakes in the business. Ameritas Advisory Services LLC acquired a new position in shares of Vanguard U.S. Value Factor during the 2nd quarter worth $42,000. Caldwell Trust Co bought a new stake in Vanguard U.S. Value Factor in the second quarter worth $165,000. Leonard Rickey Investment Advisors P.L.L.C. bought a new stake in Vanguard U.S. Value Factor in the third quarter worth $202,000. Two Sigma Securities LLC acquired a new position in Vanguard U.S. Value Factor during the second quarter worth $273,000. Finally, Tower Research Capital LLC TRC raised its holdings in Vanguard U.S. Value Factor by 223.7% during the second quarter. Tower Research Capital LLC TRC now owns 4,561 shares of the company’s stock valued at $540,000 after buying an additional 3,152 shares in the last quarter.

Vanguard U.S. Value Factor Price Performance

Shares of BATS:VFVA opened at $134.48 on Friday. The stock has a market capitalization of $693.89 million, a P/E ratio of 11.47 and a beta of 1.03. The business has a 50-day moving average of $129.34 and a two-hundred day moving average of $125.42. Vanguard U.S. Value Factor has a fifty-two week low of $96.09 and a fifty-two week high of $130.84.

About Vanguard U.S. Value Factor

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. VFVA was launched on Feb 13, 2018 and is managed by Vanguard.