Donalies Financial Planning LLC Invests $3.20 Million in Vanguard Value ETF $VTV

Donalies Financial Planning LLC bought a new position in Vanguard Value ETF (NYSEARCA:VTV) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 16,751 shares of the company’s stock, valued at approximately $3,199,000. Vanguard Value ETF comprises 2.7% of Donalies Financial Planning LLC’s portfolio, making the stock its 13th biggest holding.

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

Vanguard Value ETF Stock Down 0.1%

NYSEARCA VTV opened at $218.03 on Wednesday. The stock’s 50-day moving average price is $207.83 and its 200-day moving average price is $201.21. Vanguard Value ETF has a 52 week low of $172.57 and a 52 week high of $219.93. The company has a market capitalization of $181.94 billion, a P/E ratio of 18.14 and a beta of 0.75.

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.