Forbes Financial Planning Inc. Reduces Holdings in Vanguard Value ETF (NYSEARCA:VTV)

Forbes Financial Planning Inc. trimmed its position in Vanguard Value ETF (NYSEARCA:VTV) by 0.3% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 40,673 shares of the company’s stock after selling 121 shares during the quarter. Vanguard Value ETF makes up 5.0% of Forbes Financial Planning Inc.’s holdings, making the stock its 10th largest position. Forbes Financial Planning Inc.’s holdings in Vanguard Value ETF were worth $6,886,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently modified their holdings of the company. Highland Financial Advisors LLC raised its holdings in Vanguard Value ETF by 2.1% in the 4th quarter. Highland Financial Advisors LLC now owns 2,763 shares of the company’s stock valued at $468,000 after acquiring an additional 57 shares during the period. Opes Wealth Management LLC raised its holdings in Vanguard Value ETF by 4.8% in the 4th quarter. Opes Wealth Management LLC now owns 1,266 shares of the company’s stock valued at $214,000 after acquiring an additional 58 shares during the period. DDD Partners LLC raised its holdings in Vanguard Value ETF by 1.7% in the 4th quarter. DDD Partners LLC now owns 3,489 shares of the company’s stock valued at $591,000 after acquiring an additional 58 shares during the period. WASHINGTON TRUST Co raised its holdings in Vanguard Value ETF by 1.0% in the 4th quarter. WASHINGTON TRUST Co now owns 6,352 shares of the company’s stock valued at $1,075,000 after acquiring an additional 60 shares during the period. Finally, Leonard Rickey Investment Advisors P.L.L.C. raised its holdings in Vanguard Value ETF by 0.6% in the 4th quarter. Leonard Rickey Investment Advisors P.L.L.C. now owns 10,553 shares of the company’s stock valued at $1,787,000 after acquiring an additional 62 shares during the period.

Vanguard Value ETF Stock Down 0.5 %

Shares of NYSEARCA:VTV opened at $172.72 on Wednesday. The company’s 50 day moving average price is $174.94 and its two-hundred day moving average price is $174.58. Vanguard Value ETF has a 12-month low of $154.12 and a 12-month high of $182.38. The firm has a market cap of $274.62 billion, a PE ratio of 19.23 and a beta of 0.88.

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.