One Charles Private Wealth Services LLC Boosts Stock Holdings in Vanguard Value ETF $VTV

One Charles Private Wealth Services LLC lifted its position in shares of Vanguard Value ETF (NYSEARCA:VTV) by 4.5% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 104,141 shares of the company’s stock after buying an additional 4,493 shares during the period. Vanguard Value ETF comprises about 5.2% of One Charles Private Wealth Services LLC’s investment portfolio, making the stock its 4th largest holding. One Charles Private Wealth Services LLC’s holdings in Vanguard Value ETF were worth $22,695,000 at the end of the most recent reporting period.

Several other large investors have also added to or reduced their stakes in VTV. Bank of America Corp DE grew its holdings in shares of Vanguard Value ETF by 1.7% in the 4th quarter. Bank of America Corp DE now owns 136,148,963 shares of the company’s stock valued at $26,003,090,000 after acquiring an additional 2,340,458 shares in the last quarter. Align Financial LLC acquired a new position in shares of Vanguard Value ETF during the 4th quarter worth approximately $2,128,845,000. LPL Financial LLC increased its holdings in shares of Vanguard Value ETF by 1.5% in the fourth quarter. LPL Financial LLC now owns 10,741,631 shares of the company’s stock valued at $2,051,544,000 after purchasing an additional 158,367 shares during the last quarter. EP Wealth Advisors LLC raised its holdings in Vanguard Value ETF by 6.7% in the 2nd quarter. EP Wealth Advisors LLC now owns 8,979,182 shares of the company’s stock valued at $1,956,833,000 after acquiring an additional 560,448 shares during the period. Finally, Raymond James Financial Inc. increased its stake in shares of Vanguard Value ETF by 10.6% during the fourth quarter. Raymond James Financial Inc. now owns 8,759,680 shares of the company’s stock worth $1,673,011,000 after purchasing an additional 836,994 shares during the period.

Vanguard Value ETF Trading Down 0.8%

NYSEARCA:VTV opened at $224.64 on Wednesday. The stock has a market cap of $191.76 billion, a P/E ratio of 18.14 and a beta of 0.75. The stock has a 50 day simple moving average of $222.65 and a 200 day simple moving average of $212.01. Vanguard Value ETF has a 1-year low of $181.95 and a 1-year high of $228.57.

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. 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.