Schwallier Wealth Management LLC Sells 5,879 Shares of Vanguard Value ETF $VTV

Schwallier Wealth Management LLC decreased its position in shares of Vanguard Value ETF (NYSEARCA:VTV) by 5.3% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 105,642 shares of the company’s stock after selling 5,879 shares during the period. Vanguard Value ETF accounts for approximately 13.5% of Schwallier Wealth Management LLC’s portfolio, making the stock its 2nd biggest holding. Schwallier Wealth Management LLC’s holdings in Vanguard Value ETF were worth $21,102,000 at the end of the most recent quarter.

Several other institutional investors also recently added to or reduced their stakes in the company. Citigroup Inc. grew its stake in Vanguard Value ETF by 10.7% during the 3rd 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 in the last quarter. Lebenthal Global Advisors LLC grew its stake in Vanguard Value ETF by 2.4% during the 4th 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 in the last quarter. MA Private Wealth grew its stake in Vanguard Value ETF by 4.0% during the 3rd quarter. MA Private Wealth now owns 171,502 shares of the company’s stock valued at $31,983,000 after acquiring an additional 6,518 shares in the last quarter. Capstone Wealth Management Group LLC grew its stake in Vanguard Value ETF by 21.2% during the 3rd 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 in the last quarter. Finally, Earned Wealth Advisors LLC bought a new stake in shares of Vanguard Value ETF in the 4th quarter valued at approximately $28,365,000.

Vanguard Value ETF Stock Performance

Shares of NYSEARCA VTV opened at $212.02 on Friday. The stock has a market cap of $176.92 billion, a price-to-earnings ratio of 18.14 and a beta of 0.75. The business has a 50 day simple moving average of $205.10 and a 200 day simple moving average of $199.66. Vanguard Value ETF has a 52 week low of $172.42 and a 52 week high of $215.25.

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.