Vanguard Value ETF $VTV is Wealthspire Retirement LLC’s 10th Largest Position

Wealthspire Retirement LLC increased its stake in Vanguard Value ETF (NYSEARCA:VTV) by 6.4% in the first quarter, Holdings Channel reports. The institutional investor owned 166,576 shares of the company’s stock after acquiring an additional 9,995 shares during the quarter. Vanguard Value ETF accounts for about 2.0% of Wealthspire Retirement LLC’s portfolio, making the stock its 10th largest position. Wealthspire Retirement LLC’s holdings in Vanguard Value ETF were worth $32,682,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in VTV. Lebenthal Global Advisors LLC raised its holdings 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 purchasing an additional 3,327 shares during the period. Earned Wealth Advisors LLC acquired a new position in shares of Vanguard Value ETF in the 4th quarter valued at about $28,365,000. Chaney Capital Management Inc. boosted its holdings in shares of Vanguard Value ETF by 1.2% in the 4th quarter. Chaney Capital Management Inc. now owns 263,681 shares of the company’s stock valued at $50,360,000 after buying an additional 3,080 shares during the period. Cornerstone Wealth Advisors Inc. grew its position in shares of Vanguard Value ETF by 1.5% during the 4th quarter. Cornerstone Wealth Advisors Inc. now owns 175,743 shares of the company’s stock valued at $33,565,000 after buying an additional 2,676 shares during the last quarter. Finally, Kathmere Capital Management LLC grew its position in shares of Vanguard Value ETF by 7.9% during the 1st quarter. Kathmere Capital Management LLC now owns 87,469 shares of the company’s stock valued at $17,162,000 after buying an additional 6,412 shares during the last quarter.

Vanguard Value ETF Stock Up 0.3%

VTV opened at $219.34 on Thursday. The company’s 50-day moving average price is $215.27 and its 200 day moving average price is $206.17. Vanguard Value ETF has a fifty-two week low of $174.35 and a fifty-two week high of $222.15. The firm has a market cap of $187.24 billion, a price-to-earnings ratio of 18.14 and a beta of 0.75.

About Vanguard Value ETF

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.