Vanguard Value ETF $VTV Shares Bought by Cavalier Investments LLC

Cavalier Investments LLC lifted its stake in shares of Vanguard Value ETF (NYSEARCA:VTV) by 17.2% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 47,160 shares of the company’s stock after acquiring an additional 6,921 shares during the quarter. Vanguard Value ETF accounts for 0.4% of Cavalier Investments LLC’s portfolio, making the stock its 16th largest holding. Cavalier Investments LLC’s holdings in Vanguard Value ETF were worth $10,278,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also modified their holdings of VTV. Align Financial LLC acquired a new stake in Vanguard Value ETF during the 4th quarter worth about $2,128,845,000. Valpey Financial Services LLC boosted its holdings in shares of Vanguard Value ETF by 19,007.8% in the fourth quarter. Valpey Financial Services LLC now owns 8,389,106 shares of the company’s stock worth $1,602,235,000 after buying an additional 8,345,202 shares during the period. EP Wealth Advisors LLC acquired a new position in shares of Vanguard Value ETF in the fourth quarter worth about $1,511,860,000. Balentine LLC increased its position in shares of Vanguard Value ETF by 12,803.4% in the first quarter. Balentine LLC now owns 2,846,109 shares of the company’s stock worth $558,407,000 after acquiring an additional 2,824,052 shares in the last quarter. Finally, McMill Wealth Management increased its position in shares of Vanguard Value ETF by 21,693.0% in the second quarter. McMill Wealth Management now owns 2,531,911 shares of the company’s stock worth $551,779,000 after acquiring an additional 2,520,293 shares in the last quarter.

Vanguard Value ETF Price Performance

VTV stock opened at $224.85 on Tuesday. Vanguard Value ETF has a 52-week low of $180.84 and a 52-week high of $228.57. The company’s 50 day simple moving average is $221.78 and its 200-day simple moving average is $211.18. The firm has a market capitalization of $191.94 billion, a P/E ratio of 18.14 and a beta of 0.75.

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.