Heritage Wealth Management Inc. CA Lowers Stock Position in Vanguard Value ETF (NYSEARCA:VTV)

Heritage Wealth Management Inc. CA lessened its holdings in Vanguard Value ETF (NYSEARCA:VTV) by 4.6% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 4,719 shares of the company’s stock after selling 230 shares during the quarter. Heritage Wealth Management Inc. CA’s holdings in Vanguard Value ETF were worth $815,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors also recently added to or reduced their stakes in the business. OLD Point Trust & Financial Services N A purchased a new stake in shares of Vanguard Value ETF during the 4th quarter worth approximately $27,000. Rakuten Securities Inc. boosted its stake in shares of Vanguard Value ETF by 65.6% during the 4th quarter. Rakuten Securities Inc. now owns 202 shares of the company’s stock worth $34,000 after acquiring an additional 80 shares in the last quarter. Mpwm Advisory Solutions LLC purchased a new stake in shares of Vanguard Value ETF during the 4th quarter worth approximately $35,000. Capital A Wealth Management LLC purchased a new stake in shares of Vanguard Value ETF during the 4th quarter worth approximately $35,000. Finally, Kessler Investment Group LLC purchased a new stake in shares of Vanguard Value ETF during the 1st quarter worth approximately $40,000.

Vanguard Value ETF Price Performance

Shares of NYSEARCA:VTV opened at $178.25 on Thursday. 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 $139.93 billion, a price-to-earnings ratio of 18.14 and a beta of 0.89. The business’s 50 day simple moving average is $172.77 and its 200-day simple moving average is $171.67.

Vanguard Value ETF 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.