Vanguard Value Factor Etf Profile
| VFVA Etf | USD 113.36 0.88 0.78% |
Performance2 of 100
| Odds Of DistressLess than 9
|
Vanguard Value is trading at 113.36 as of the 24th of April 2024, a 0.78 percent up since the beginning of the trading day. The etf's open price was 112.48. Vanguard Value has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat weak performance during the last 90 days. Equity ratings for Vanguard Value Factor are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 25th of March 2024 and ending today, the 24th of April 2024. Click here to learn more.
The fund invests primarily in U.S. common stocks with the potential to generate higher returns relative to the broad U.S. equity market by investing in stocks with relatively lower share prices relative to fundamental values as determined by the advisor. More on Vanguard Value Factor
Moving together with Vanguard Etf
| 0.92 | VOE | Vanguard Mid Cap | PairCorr |
| 0.9 | SDY | SPDR SP Dividend | PairCorr |
| 0.92 | IWS | iShares Russell Mid | PairCorr |
| 0.89 | COWZ | Pacer Cash Cows | PairCorr |
| 0.94 | IJJ | iShares SP Mid | PairCorr |
| 0.96 | DON | WisdomTree MidCap | PairCorr |
| 0.94 | MDYV | SPDR SP 400 | PairCorr |
Vanguard Etf Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Vanguard Value's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Vanguard Value or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Thematic Ideas | (View all Themes) |
| Business Concentration | Broad Equity ETFs, Size And Style ETFs, Mid-Cap Value, Vanguard (View all Sectors) |
| Issuer | Vanguard |
| Inception Date | 2018-02-13 |
| Entity Type | Regulated Investment Company |
| Average Trading Valume | 18,554.3 |
| Asset Type | Equity |
| Category | Broad Equity |
| Focus | Size and Style |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | The Vanguard Group, Inc. |
| Advisor | The Vanguard Group, Inc. |
| Custodian | The Bank of New York Mellon Corporation |
| Distributor | Vanguard Marketing Corporation |
| Portfolio Manager | Antonio Picca, Liqian Ren |
| Transfer Agent | The Vanguard Group, Inc. |
| Fiscal Year End | 30-Nov |
| Exchange | Cboe BZX Exchange, Inc. |
| Number of Constituents | 604 |
| Market Maker | Jane Street |
| Total Expense | 0.13 |
| Management Fee | 0.1 |
| Country Name | USA |
| Returns Y T D | 0.36 |
| Name | Vanguard U.S. Value Factor |
| Currency Code | USD |
| In Threey Volatility | 21.14 |
| 1y Volatility | 20.06 |
| 200 Day M A | 106.63 |
| 50 Day M A | 113.93 |
| Code | VFVA |
| Updated At | 23rd of April 2024 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | 0.45 |
| Type | ETF |
Vanguard Value Factor [VFVA] is traded in USA and was established 2018-02-13. The fund is listed under Mid-Cap Value category and is part of Vanguard family. The entity is thematically classified as Broad Equity ETFs. Vanguard Value Factor at this time have 607.33 M in net assets. , while the total return for the last 3 years was 7.6%.
Check Vanguard Value Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Vanguard Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Vanguard Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Vanguard Value Factor Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Vanguard Value Factor Currency Exposure
Vanguard Value Factor holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of Vanguard Value will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in Vanguard Value Factor.
Top Vanguard Value Factor Etf Constituents
| T | ATT Inc | Stock | Communication Services |
| AIG | American International Group | Stock | Financials |
| PRU | Prudential Financial | Stock | Financials |
| GILD | Gilead Sciences | Stock | Health Care |
| PSX | Phillips 66 | Stock | Energy |
| PEG | Public Service Enterprise | Stock | Utilities |
| HPQ | HP Inc | Stock | Information Technology |
Vanguard Value Target Price Odds Analysis
What are Vanguard Value's target price odds to finish over the current price? Depending on a normal probability distribution, the odds of Vanguard Value jumping above the current price in 90 days from now is about 42.54%. The Vanguard Value Factor probability density function shows the probability of Vanguard Value etf to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days the etf has a beta coefficient of 1.2469. This entails as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Vanguard Value will likely underperform. Additionally, vanguard Value Factor has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Vanguard Value to move above the current price in 90 days from now is about 42.54 (This Vanguard Value Factor probability density function shows the probability of Vanguard Etf to fall within a particular range of prices over 90 days) .
Vanguard Value Top Holders
| SPUSX | Symmetry Panoramic Equity | Mutual Fund | Large Blend |
| SPGEX | Symmetry Panoramic Global | Mutual Fund | World Large-Stock Blend |
Vanguard Value Factor Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Vanguard Value market risk premium is the additional return an investor will receive from holding Vanguard Value long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Vanguard Value. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Vanguard Value's alpha and beta are two of the key measurements used to evaluate Vanguard Value's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.6813 | |||
| Semi Deviation | 0.9805 | |||
| Standard Deviation | 0.9144 | |||
| Variance | 0.8361 |
Vanguard Value Factor Technical Analysis
Transformation |
The output start index for this execution was zero with a total number of output elements of sixty-one. Vanguard Value Factor Inverse Tangent Over Price Movement function is an inverse trigonometric method to describe Vanguard Value price patterns.
Vanguard Value Against Markets
Picking the right benchmark for Vanguard Value etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Vanguard Value etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Vanguard Value is critical whether you are bullish or bearish towards Vanguard Value Factor at a given time. Please also check how Vanguard Value's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Vanguard Value without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Efficient FrontierPlot and analyze your portfolio and positions against risk-return landscape of the market. |
| All Next | Launch Module |
How to buy Vanguard Etf?
Before investing in Vanguard Value, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Vanguard Value. To buy Vanguard Value etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Vanguard Value. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Vanguard Value etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Vanguard Value Factor etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Vanguard Value Factor etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as Vanguard Value Factor, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy Vanguard Etf please use our How to Invest in Vanguard Value guide.
Already Invested in Vanguard Value Factor?
The danger of trading Vanguard Value Factor is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Vanguard Value is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Vanguard Value. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Vanguard Value Factor is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether Vanguard Value Factor offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Vanguard Value's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Vanguard Value Factor Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Vanguard Value Factor Etf: Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Vanguard Value Factor. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in real. You can also try the Share Portfolio module to track or share privately all of your investments from the convenience of any device.
The market value of Vanguard Value Factor is measured differently than its book value, which is the value of Vanguard that is recorded on the company's balance sheet. Investors also form their own opinion of Vanguard Value's value that differs from its market value or its book value, called intrinsic value, which is Vanguard Value's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Vanguard Value's market value can be influenced by many factors that don't directly affect Vanguard Value's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Vanguard Value's value and its price as these two are different measures arrived at by different means. Investors typically determine if Vanguard Value is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Vanguard Value's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.