Stone Summit Wealth LLC Has $15.70 Million Position in Vanguard Value ETF (NYSEARCA:VTV)

Stone Summit Wealth LLC reduced its holdings in Vanguard Value ETF (NYSEARCA:VTVFree Report) by 1.2% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 92,725 shares of the company’s stock after selling 1,083 shares during the quarter. Vanguard Value ETF makes up 5.3% of Stone Summit Wealth LLC’s portfolio, making the stock its 2nd biggest position. Stone Summit Wealth LLC’s holdings in Vanguard Value ETF were worth $15,698,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of the business. Roble Belko & Company Inc bought a new position in Vanguard Value ETF in the fourth quarter worth about $25,000. SYM FINANCIAL Corp raised its position in shares of Vanguard Value ETF by 140.3% during the 4th quarter. SYM FINANCIAL Corp now owns 161 shares of the company’s stock worth $27,000 after purchasing an additional 94 shares during the period. St. Johns Investment Management Company LLC bought a new stake in shares of Vanguard Value ETF in the 3rd quarter worth approximately $28,000. Synergy Asset Management LLC acquired a new position in Vanguard Value ETF during the 4th quarter valued at approximately $31,000. Finally, Kieckhefer Group LLC bought a new position in Vanguard Value ETF during the 4th quarter worth $32,000.

Vanguard Value ETF Price Performance

Shares of NYSEARCA VTV opened at $176.20 on Monday. Vanguard Value ETF has a 1-year low of $150.24 and a 1-year high of $182.38. The firm has a market capitalization of $125.66 billion, a PE ratio of 17.44 and a beta of 0.70. The business’s fifty day moving average price is $173.81 and its two-hundred day moving average price is $172.91.

About Vanguard Value ETF

(Free Report)

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.

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Institutional Ownership by Quarter for Vanguard Value ETF (NYSEARCA:VTV)

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