Joel Isaacson & Co. LLC Has $4.67 Million Stake in Vanguard Value ETF $VTV

Joel Isaacson & Co. LLC raised its stake in Vanguard Value ETF (NYSEARCA:VTV) by 37.7% during the 2nd quarter, Holdings Channel reports. The institutional investor owned 26,399 shares of the company’s stock after purchasing an additional 7,230 shares during the quarter. Joel Isaacson & Co. LLC’s holdings in Vanguard Value ETF were worth $4,666,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of the stock. Confluence Wealth Services Inc. increased its holdings in shares of Vanguard Value ETF by 0.7% during the second quarter. Confluence Wealth Services Inc. now owns 8,663 shares of the company’s stock worth $1,531,000 after buying an additional 57 shares in the last quarter. LMG Wealth Partners LLC grew its position in Vanguard Value ETF by 1.6% during the 1st quarter. LMG Wealth Partners LLC now owns 3,865 shares of the company’s stock worth $668,000 after acquiring an additional 60 shares during the last quarter. Appleton Partners Inc. MA grew its position in Vanguard Value ETF by 3.2% during the 2nd quarter. Appleton Partners Inc. MA now owns 1,920 shares of the company’s stock worth $339,000 after acquiring an additional 60 shares during the last quarter. Brooklyn FI LLC increased its holdings in Vanguard Value ETF by 3.7% during the 2nd quarter. Brooklyn FI LLC now owns 1,703 shares of the company’s stock valued at $301,000 after purchasing an additional 61 shares in the last quarter. Finally, ORBA Wealth Advisors L.L.C. raised its position in Vanguard Value ETF by 3.1% in the 1st quarter. ORBA Wealth Advisors L.L.C. now owns 2,055 shares of the company’s stock valued at $355,000 after purchasing an additional 62 shares during the last quarter.

Vanguard Value ETF Stock Performance

Shares of VTV stock opened at $187.33 on Tuesday. Vanguard Value ETF has a 52 week low of $150.43 and a 52 week high of $188.43. The stock has a market capitalization of $149.85 billion, a PE ratio of 18.14 and a beta of 0.89. The stock’s fifty day moving average is $182.52 and its 200-day moving average is $175.05.

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.