Vanguard Value ETF $VTV is Vestwell Advisors LLC’s 10th Largest Position

Vestwell Advisors LLC trimmed its holdings in shares of Vanguard Value ETF (NYSEARCA:VTV) by 69.0% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 45,522 shares of the company’s stock after selling 101,534 shares during the period. Vanguard Value ETF comprises 1.3% of Vestwell Advisors LLC’s investment portfolio, making the stock its 10th biggest holding. Vestwell Advisors LLC’s holdings in Vanguard Value ETF were worth $8,694,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Citigroup Inc. increased its stake in Vanguard Value ETF by 10.7% in the 3rd quarter. Citigroup Inc. now owns 2,486,148 shares of the company’s stock valued at $463,642,000 after purchasing an additional 239,518 shares in the last quarter. Lebenthal Global Advisors LLC increased its stake in Vanguard Value ETF by 2.4% in the 4th quarter. Lebenthal Global Advisors LLC now owns 144,038 shares of the company’s stock valued at $27,510,000 after purchasing an additional 3,327 shares in the last quarter. Capstone Wealth Management Group LLC increased its stake in Vanguard Value ETF by 21.2% in the 3rd quarter. Capstone Wealth Management Group LLC now owns 16,793 shares of the company’s stock valued at $3,132,000 after purchasing an additional 2,939 shares in the last quarter. Earned Wealth Advisors LLC purchased a new position in Vanguard Value ETF in the 4th quarter valued at approximately $28,365,000. Finally, Compound Planning Inc. increased its stake in Vanguard Value ETF by 3.2% in the 3rd quarter. Compound Planning Inc. now owns 135,200 shares of the company’s stock valued at $25,213,000 after purchasing an additional 4,202 shares in the last quarter.

Vanguard Value ETF Price Performance

NYSEARCA VTV opened at $217.09 on Monday. Vanguard Value ETF has a 1-year low of $172.57 and a 1-year high of $217.62. The company has a market capitalization of $181.15 billion, a P/E ratio of 18.14 and a beta of 0.75. The business has a 50 day moving average price of $206.99 and a 200 day moving average price of $200.80.

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.