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Lyrical Asset Management’s Vanguard US Value Factor ETF VFVA Stock Holding History

Lyrical Asset Management’s Portfolio VFVA Stock Details VFVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-5,216
Closed -$407K – 39
2020
Q4 		$407K Buy
+5,216
New +$372K 0.01% 36
2020
Q2 		– Sell
-27,335
Closed -$1.29M – 39
2020
Q1 		$1.29M Buy
+27,335
New +$1.83M 0.03% 35

Other funds holding VFVA

ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
PWS
Paragon Wealth Strategies Jacksonville, Florida $363M AUM 24.36% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
SWM
Soundmark Wealth Management Kirkland, Washington $225M AUM 17.51% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
CCP
Cassia Capital Partners Winston Salem, North Carolina $194M AUM 16.42% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return

Lyrical Asset Management's VFVA Position: Q1 2021 in Review

Lyrical Asset Management sold out of Vanguard US Value Factor ETF (VFVA) in Q1 2021, closing a stake of 5,216 shares — an estimated $407K sold.

Lyrical Asset Management first reported a position in VFVA in Q1 2020 and held it in 2 quarters. The position peaked at $1.29M in Q1 2020. 39 funds tracked by Wall St. Rank hold VFVA as of Q1 2021.

  • Lyrical Asset Management reported no remaining Vanguard US Value Factor ETF position as of Q1 2021 after selling out during the quarter.
  • Lyrical Asset Management sold 5,216 Vanguard US Value Factor ETF shares in Q1 2021, an estimated $407K.
  • Lyrical Asset Management first reported a position in Vanguard US Value Factor ETF in Q1 2020 and held it in 2 quarters.
  • Lyrical Asset Management's Vanguard US Value Factor ETF position peaked at $1.29M in Q1 2020.
  • 39 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q1 2021.

Based on Lyrical Asset Management's 13F filing for Q1 2021, filed 17 May 2021.