Belpointe Asset Management LLC Increases Stake in Vanguard Value ETF $VTV

Belpointe Asset Management LLC increased its holdings in Vanguard Value ETF (NYSEARCA:VTV) by 4.3% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 28,331 shares of the company’s stock after acquiring an additional 1,161 shares during the quarter. Belpointe Asset Management LLC’s holdings in Vanguard Value ETF were worth $5,007,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in the business. Berkshire Money Management Inc. purchased a new stake in shares of Vanguard Value ETF in the 2nd quarter worth approximately $33,000. Confluence Wealth Services Inc. increased its holdings in Vanguard Value ETF by 0.7% during the second quarter. Confluence Wealth Services Inc. now owns 8,663 shares of the company’s stock valued at $1,531,000 after buying an additional 57 shares during the period. Valley National Advisers Inc. raised its stake in Vanguard Value ETF by 9.1% in the second quarter. Valley National Advisers Inc. now owns 104,785 shares of the company’s stock worth $18,519,000 after buying an additional 8,751 shares in the last quarter. Duncan Williams Asset Management LLC raised its stake in Vanguard Value ETF by 0.5% in the second quarter. Duncan Williams Asset Management LLC now owns 46,237 shares of the company’s stock worth $8,172,000 after buying an additional 248 shares in the last quarter. Finally, Appleton Partners Inc. MA lifted its holdings in Vanguard Value ETF by 3.2% during the second quarter. Appleton Partners Inc. MA now owns 1,920 shares of the company’s stock worth $339,000 after buying an additional 60 shares during the period.

Vanguard Value ETF Trading Up 0.5%

Shares of NYSEARCA:VTV opened at $187.53 on Monday. Vanguard Value ETF has a 12-month low of $150.43 and a 12-month high of $188.43. The business’s fifty day simple moving average is $182.37 and its 200-day simple moving average is $174.94. The company has a market capitalization of $148.28 billion, a PE ratio of 18.14 and a beta of 0.89.

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.