Sonoma Allocations LLC Invests $3.97 Million in Vanguard Value ETF $VTV

Sonoma Allocations LLC bought a new stake in Vanguard Value ETF (NYSEARCA:VTV) during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 21,504 shares of the company’s stock, valued at approximately $3,972,000. Vanguard Value ETF comprises 1.5% of Sonoma Allocations LLC’s portfolio, making the stock its 16th biggest position.

Several other institutional investors and hedge funds have also bought and sold shares of the stock. Activest Wealth Management grew its stake in Vanguard Value ETF by 2,700.0% in the 2nd quarter. Activest Wealth Management now owns 140 shares of the company’s stock valued at $25,000 after buying an additional 135 shares during the last quarter. Chesapeake Asset Management LLC increased its stake in shares of Vanguard Value ETF by 3,625.0% during the third quarter. Chesapeake Asset Management LLC now owns 149 shares of the company’s stock worth $28,000 after purchasing an additional 145 shares during the period. Kiker Wealth Management LLC acquired a new stake in Vanguard Value ETF during the 2nd quarter worth approximately $28,000. Legend Financial Advisors Inc. acquired a new position in Vanguard Value ETF in the 2nd quarter valued at $31,000. Finally, Joseph Group Capital Management bought a new position in Vanguard Value ETF during the 2nd quarter worth $32,000.

Vanguard Value ETF Stock Performance

Shares of Vanguard Value ETF stock opened at $196.82 on Friday. Vanguard Value ETF has a 52-week low of $150.43 and a 52-week high of $197.19. The stock has a market cap of $162.44 billion, a PE ratio of 18.14 and a beta of 0.82. The firm has a 50-day moving average of $189.85 and a 200-day moving average of $184.81.

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.