Morningstar

Vanguard U.S. Value Factor ETF Shares VFVA

Morningstar Medalist Rating
Medalist Rating as of | See Vanguard Investment Hub

Morningstar’s Analysis VFVA

Will VFVA outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VFVA’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the VFVA management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of VFVA’s parent organization’s priorities and whether they’re in line with investors’ interests.

Boom or bust.

Associate Director Daniel Sotiroff

Daniel Sotiroff

Associate Director

Summary

Vanguard US Value Factor ETF is a deep-value strategy that experiences higher highs and lower lows than most, but its broad reach and low fee should tip the scales in its long-term favor.

by Daniel Sotiroff
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Portfolio Holdings VFVA

More VFVA Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 7.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CVS Health Corp

0.95 8M
Healthcare

EOG Resources Inc

0.84 7M
Energy

Bristol-Myers Squibb Co

0.84 7M
Healthcare

The Cigna Group

0.80 7M
Healthcare

Salesforce Inc

0.77 7M
Technology

General Motors Co

0.77 7M
Consumer Cyclical

Intuit Inc

0.75 6M
Technology

Verizon Communications Inc

0.73 6M
Communication Services

U.S. Bancorp

0.73 6M
Financial Services

Elevance Health Inc

0.73 6M
Healthcare

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