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VFVAVanguard U.S. Value Factor ETF Shares

Grow my money8y track recordRanked #562 of 3,055 in this goal

Seeks long-term capital appreciation by investing in stocks with relatively lower share prices relative to fundamental values.

By Vanguard · Launched 2018

Annual Cost

0.13%

#539 of 6,040 · low cost

Fund Size

$957M

#1,209 of 6,040 · large

Return (1Y)

+26.3%

Track Record

8 years

#1,695 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$12,569+25.7%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Active selection

Factor

Value

Holdings

By weight

Concentration

Top 10 holdings = 9.6% of funddiversified

Verizon Communications Inc
1.1%
AT&T Inc
1.0%
Comcast Corp
1.0%
Bristol-Myers Squibb Co
1.0%
EOG Resources Inc
1.0%
Altria Group Inc
0.9%
Cigna Group/The
0.9%
FedEx Corp
0.9%
General Motors Co
0.9%
CVS Health Corp
0.9%

Asset allocation

Stocks
99.7%
Cash
0.3%

By sector

Financial Services
26.4%
Healthcare
16.0%
Consumer Cyclical
13.7%
Technology
12.8%
Energy
8.5%
Consumer Defensive
6.9%
Industrials
6.8%
Communication
5.7%
Other
3.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
14.3%Moderate

Year-on-year price swings

Max drawdown
-48.6%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.79Decent risk-adjusted returns
Sortino (3Y)
1.19Good downside protection

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks long-term capital appreciation by investing in stocks with relatively lower share prices relative to fundamental values.
Strategy
Employs an active management approach, investing primarily in U.S. common stocks with lower share prices relative to fundamental values. Targets large-, mid-, and small-cap companies across various sectors, using a quantitative model to promote diversification and mitigate exposure to less liquid stocks.
Inception date
February 13, 2018
Fund family
Vanguard

Next steps

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Data updated on 2026-09-18