Everhart Financial Group Inc. Acquires 548,675 Shares of Vanguard Value ETF (NYSEARCA:VTV)

Everhart Financial Group Inc. lifted its holdings in shares of Vanguard Value ETF (NYSEARCA:VTV) by 778.1% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 619,193 shares of the company’s stock after buying an additional 548,675 shares during the period. Vanguard Value ETF comprises 14.6% of Everhart Financial Group Inc.’s holdings, making the stock its largest position. Everhart Financial Group Inc.’s holdings in Vanguard Value ETF were worth $106,959,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of VTV. Highland Financial Advisors LLC lifted its stake in Vanguard Value ETF by 2.1% in the fourth quarter. Highland Financial Advisors LLC now owns 2,763 shares of the company’s stock valued at $468,000 after acquiring an additional 57 shares during the last quarter. Opes Wealth Management LLC raised its holdings in shares of Vanguard Value ETF by 4.8% in the 4th quarter. Opes Wealth Management LLC now owns 1,266 shares of the company’s stock valued at $214,000 after purchasing an additional 58 shares during the period. DDD Partners LLC lifted its stake in Vanguard Value ETF by 1.7% in the 4th quarter. DDD Partners LLC now owns 3,489 shares of the company’s stock valued at $591,000 after purchasing an additional 58 shares during the last quarter. Triune Financial Partners LLC grew its holdings in Vanguard Value ETF by 0.3% during the fourth quarter. Triune Financial Partners LLC now owns 20,786 shares of the company’s stock worth $3,519,000 after purchasing an additional 58 shares during the period. Finally, FWL Investment Management LLC grew its holdings in Vanguard Value ETF by 2.2% during the fourth quarter. FWL Investment Management LLC now owns 2,730 shares of the company’s stock worth $462,000 after purchasing an additional 59 shares during the period.

Vanguard Value ETF Stock Up 0.6%

NYSEARCA:VTV opened at $174.75 on Friday. Vanguard Value ETF has a 12-month low of $150.43 and a 12-month high of $182.38. The firm has a market capitalization of $277.85 billion, a price-to-earnings ratio of 18.68 and a beta of 0.83. The stock’s 50 day moving average price is $167.47 and its two-hundred day moving average price is $171.74.

Vanguard Value ETF Company Profile

Vanguard Value ETF (the Fund) is an exchange-traded share class of Vanguard Value Index Fund, which employs a passive management or indexing investment approach designed to track the performance of the MSCI US Prime Market Value Index (the Index). The Index is a diversified index of value stocks of predominantly large United States companies.