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Pantheon Investment Group’s Vanguard US Value Factor ETF VFVA Stock Holding History

Pantheon Investment Group’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
Q4 		$704K Buy
6,661
+2,256
+51% +$234K 0.55% 55
2021
Q3 		$420K Buy
4,405
+262
+6% +$25.9K 0.36% 62
2021
Q2 		$413K Buy
+4,143
New +$412K 0.35% 66

Other funds holding VFVA

ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
PWS
Paragon Wealth Strategies Jacksonville, Florida $363M AUM 24.36% 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
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
FRA
Frank Rimerman Advisors Palo Alto, California $1.53B AUM 30.5% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $336M AUM 19.52% 1-Year Est. Return
CCP
Cassia Capital Partners Winston Salem, North Carolina $194M AUM 16.42% 1-Year Est. Return

Pantheon Investment Group's VFVA Position: Q4 2021 in Review

Pantheon Investment Group increased its Vanguard US Value Factor ETF (VFVA) stake by 51% in Q4 2021, buying an estimated $234K and bringing the position to 6,661 shares worth $704K. The position accounts for 0.55% of the portfolio, ranked #55.

Pantheon Investment Group first reported a position in VFVA in Q2 2021 and has held it in 3 quarters since. 53 funds tracked by Wall St. Rank hold VFVA as of Q4 2021.

  • Pantheon Investment Group held 6,661 shares of Vanguard US Value Factor ETF worth $704K as of Q4 2021.
  • Pantheon Investment Group bought 2,256 Vanguard US Value Factor ETF shares in Q4 2021, an estimated $234K.
  • Vanguard US Value Factor ETF made up 0.55% of Pantheon Investment Group's portfolio in Q4 2021, its #55 holding.
  • Pantheon Investment Group first reported a position in Vanguard US Value Factor ETF in Q2 2021 and has held it in 3 quarters since.
  • 53 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q4 2021.

Based on Pantheon Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.