Robertson Stephens Wealth Management LLC Has $22.98 Million Stock Position in Vanguard Value ETF (NYSEARCA:VTV)

Robertson Stephens Wealth Management LLC lifted its stake in shares of Vanguard Value ETF (NYSEARCA:VTV) by 1.6% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 133,006 shares of the company’s stock after buying an additional 2,034 shares during the quarter. Vanguard Value ETF comprises approximately 0.8% of Robertson Stephens Wealth Management LLC’s investment portfolio, making the stock its 22nd largest holding. Robertson Stephens Wealth Management LLC’s holdings in Vanguard Value ETF were worth $22,976,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. OLD Point Trust & Financial Services N A acquired a new position in Vanguard Value ETF during the 4th quarter valued at about $27,000. Rakuten Securities Inc. raised its position in Vanguard Value ETF by 65.6% in the 4th quarter. Rakuten Securities Inc. now owns 202 shares of the company’s stock valued at $34,000 after buying an additional 80 shares during the last quarter. Mpwm Advisory Solutions LLC purchased a new stake in Vanguard Value ETF in the 4th quarter valued at $35,000. Capital A Wealth Management LLC purchased a new stake in Vanguard Value ETF in the 4th quarter valued at $35,000. Finally, Lantern Wealth Advisors LLC purchased a new stake in Vanguard Value ETF in the 4th quarter valued at $41,000.

Vanguard Value ETF Price Performance

Shares of VTV stock opened at $174.22 on Tuesday. The company has a market cap of $277.01 billion, a P/E ratio of 18.68 and a beta of 0.83. Vanguard Value ETF has a one year low of $150.43 and a one year high of $182.38. The firm has a 50-day moving average of $168.28 and a 200-day moving average of $171.50.

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.