Forbes Financial Planning Inc. Raises Holdings in Vanguard Value ETF $VTV

Forbes Financial Planning Inc. increased its position in Vanguard Value ETF (NYSEARCA:VTV) by 44.6% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 50,365 shares of the company’s stock after purchasing an additional 15,534 shares during the quarter. Vanguard Value ETF makes up 5.6% of Forbes Financial Planning Inc.’s holdings, making the stock its 8th largest position. Forbes Financial Planning Inc.’s holdings in Vanguard Value ETF were worth $9,620,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently modified their holdings of the company. Private Client Services LLC raised its holdings in shares of Vanguard Value ETF by 1.3% in the 4th quarter. Private Client Services LLC now owns 4,024 shares of the company’s stock valued at $769,000 after purchasing an additional 52 shares during the period. Southland Equity Partners LLC raised its holdings in shares of Vanguard Value ETF by 0.9% in the 4th quarter. Southland Equity Partners LLC now owns 5,805 shares of the company’s stock valued at $1,109,000 after purchasing an additional 53 shares during the period. First Commonwealth Financial Corp PA raised its holdings in shares of Vanguard Value ETF by 1.8% in the 3rd quarter. First Commonwealth Financial Corp PA now owns 3,194 shares of the company’s stock valued at $596,000 after purchasing an additional 55 shares during the period. Wealth Dimensions Group Ltd. raised its holdings in shares of Vanguard Value ETF by 2.0% in the 3rd quarter. Wealth Dimensions Group Ltd. now owns 2,979 shares of the company’s stock valued at $556,000 after purchasing an additional 57 shares during the period. Finally, InvesTrust raised its holdings in shares of Vanguard Value ETF by 1.1% in the 3rd quarter. InvesTrust now owns 5,328 shares of the company’s stock valued at $994,000 after purchasing an additional 60 shares during the period.

Vanguard Value ETF Stock Performance

Shares of VTV stock opened at $202.96 on Wednesday. The firm’s 50-day moving average is $201.42 and its 200-day moving average is $194.36. The stock has a market cap of $169.36 billion, a price-to-earnings ratio of 18.14 and a beta of 0.77. Vanguard Value ETF has a 52-week low of $157.09 and a 52-week high of $208.20.

About Vanguard Value ETF

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. The Index represents the value companies of the MSCI US Prime Market 750 Index. The MSCI US Prime Market 750 Index represents the universe of predominantly large-capitalization companies in the United States equity market.