Oak Harbor Wealth Partners LLC Boosts Stock Position in Vanguard Value ETF $VTV

Oak Harbor Wealth Partners LLC raised its stake in Vanguard Value ETF (NYSEARCA:VTV) by 97.7% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 5,054 shares of the company’s stock after purchasing an additional 2,497 shares during the period. Oak Harbor Wealth Partners LLC’s holdings in Vanguard Value ETF were worth $965,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds also recently added to or reduced their stakes in VTV. Bishop & Co Investment Management LLC increased its position in Vanguard Value ETF by 2.1% in the third quarter. Bishop & Co Investment Management LLC now owns 279,081 shares of the company’s stock worth $52,046,000 after purchasing an additional 5,841 shares during the period. D.A. Davidson & CO. increased its position in Vanguard Value ETF by 2.8% in the third quarter. D.A. Davidson & CO. now owns 5,458,462 shares of the company’s stock worth $1,017,949,000 after purchasing an additional 149,422 shares during the period. Citigroup Inc. increased its position in Vanguard Value ETF by 10.7% in the third quarter. Citigroup Inc. now owns 2,486,148 shares of the company’s stock worth $463,642,000 after purchasing an additional 239,518 shares during the period. Lebenthal Global Advisors LLC increased its position in Vanguard Value ETF by 2.4% in the fourth quarter. Lebenthal Global Advisors LLC now owns 144,038 shares of the company’s stock worth $27,510,000 after purchasing an additional 3,327 shares during the period. Finally, MA Private Wealth increased its position in Vanguard Value ETF by 4.0% in the third quarter. MA Private Wealth now owns 171,502 shares of the company’s stock worth $31,983,000 after purchasing an additional 6,518 shares during the period.

Vanguard Value ETF Stock Down 0.4%

Shares of VTV stock opened at $205.95 on Friday. The stock has a 50-day moving average price of $200.97 and a 200 day moving average price of $195.77. The firm has a market cap of $171.85 billion, a price-to-earnings ratio of 18.14 and a beta of 0.76. Vanguard Value ETF has a 12 month low of $166.20 and a 12 month 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.