LM Advisors LLC Cuts Stock Position in Vanguard Value ETF $VTV

LM Advisors LLC cut its holdings in shares of Vanguard Value ETF (NYSEARCA:VTV) by 81.3% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,199 shares of the company’s stock after selling 13,893 shares during the period. Vanguard Value ETF comprises about 0.4% of LM Advisors LLC’s portfolio, making the stock its 27th biggest position. LM Advisors LLC’s holdings in Vanguard Value ETF were worth $611,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently bought and sold shares of the business. Citigroup Inc. grew its position in shares of Vanguard Value ETF by 10.7% during the third quarter. Citigroup Inc. now owns 2,486,148 shares of the company’s stock worth $463,642,000 after buying an additional 239,518 shares in the last quarter. Lebenthal Global Advisors LLC grew its position in shares of Vanguard Value ETF by 2.4% during the fourth quarter. Lebenthal Global Advisors LLC now owns 144,038 shares of the company’s stock worth $27,510,000 after buying an additional 3,327 shares in the last quarter. Capstone Wealth Management Group LLC grew its position in shares of Vanguard Value ETF by 21.2% during the third quarter. Capstone Wealth Management Group LLC now owns 16,793 shares of the company’s stock worth $3,132,000 after buying an additional 2,939 shares in the last quarter. Earned Wealth Advisors LLC acquired a new position in shares of Vanguard Value ETF during the fourth quarter worth about $28,365,000. Finally, Compound Planning Inc. grew its position in shares of Vanguard Value ETF by 3.2% during the third quarter. Compound Planning Inc. now owns 135,200 shares of the company’s stock worth $25,213,000 after buying an additional 4,202 shares in the last quarter.

Vanguard Value ETF Stock Performance

Shares of Vanguard Value ETF stock opened at $217.09 on Friday. Vanguard Value ETF has a one year low of $172.57 and a one year high of $217.62. The company has a market cap of $181.15 billion, a PE ratio of 18.14 and a beta of 0.75. The business has a 50-day simple moving average of $206.99 and a 200-day simple moving average of $200.69.

Vanguard Value ETF Company 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.