Vanguard Value ETF $VTV Stock: Stone Summit Wealth LLC Decreases Stake

Stone Summit Wealth LLC decreased its position in shares of Vanguard Value ETF (NYSEARCA:VTV) by 5.3% during the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 83,480 shares of the company’s stock after selling 4,681 shares during the quarter. Vanguard Value ETF makes up 4.9% of Stone Summit Wealth LLC’s holdings, making the stock its 2nd largest holding. Stone Summit Wealth LLC’s holdings in Vanguard Value ETF were worth $18,038,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. Align Financial LLC purchased a new stake in Vanguard Value ETF in the 4th quarter worth $2,128,845,000. EP Wealth Advisors LLC raised its holdings in Vanguard Value ETF by 6.7% during the second quarter. EP Wealth Advisors LLC now owns 8,979,182 shares of the company’s stock valued at $1,956,833,000 after acquiring an additional 560,448 shares during the period. Cetera Investment Advisers lifted its position in shares of Vanguard Value ETF by 4.0% in the first quarter. Cetera Investment Advisers now owns 7,740,408 shares of the company’s stock valued at $1,518,668,000 after acquiring an additional 296,977 shares in the last quarter. Captrust Financial Advisors lifted its position in shares of Vanguard Value ETF by 2.5% in the fourth quarter. Captrust Financial Advisors now owns 6,385,243 shares of the company’s stock valued at $1,219,518,000 after acquiring an additional 155,177 shares in the last quarter. Finally, Royal Bank of Canada lifted its position in shares of Vanguard Value ETF by 0.6% in the first quarter. Royal Bank of Canada now owns 5,815,364 shares of the company’s stock valued at $1,140,976,000 after acquiring an additional 34,371 shares in the last quarter.

Vanguard Value ETF Stock Down 0.3%

NYSEARCA VTV opened at $220.67 on Wednesday. The firm has a market cap of $188.19 billion, a price-to-earnings ratio of 18.14 and a beta of 0.75. The business has a 50-day moving average price of $223.05 and a 200-day moving average price of $215.35. Vanguard Value ETF has a twelve month low of $182.81 and a twelve month high of $228.57.

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.