Waverly Advisors LLC Has $43.96 Million Stock Holdings in Vanguard Value ETF (NYSEARCA:VTV)

Waverly Advisors LLC reduced its position in Vanguard Value ETF (NYSEARCA:VTV) by 2.2% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 259,673 shares of the company’s stock after selling 5,759 shares during the period. Vanguard Value ETF accounts for approximately 0.7% of Waverly Advisors LLC’s investment portfolio, making the stock its 27th largest holding. Waverly Advisors LLC’s holdings in Vanguard Value ETF were worth $43,963,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently made changes to their positions in the company. SYM FINANCIAL Corp increased its position in Vanguard Value ETF by 140.3% in the fourth quarter. SYM FINANCIAL Corp now owns 161 shares of the company’s stock worth $27,000 after purchasing an additional 94 shares during the period. OLD Point Trust & Financial Services N A bought a new stake in shares of Vanguard Value ETF during the 4th quarter valued at $27,000. Synergy Asset Management LLC acquired a new position in shares of Vanguard Value ETF in the 4th quarter valued at $31,000. Rakuten Securities Inc. lifted its stake in shares of Vanguard Value ETF by 65.6% in the 4th quarter. Rakuten Securities Inc. now owns 202 shares of the company’s stock valued at $34,000 after purchasing an additional 80 shares during the period. Finally, Cardinal Strategic Wealth Guidance bought a new position in shares of Vanguard Value ETF in the 4th quarter worth $34,000.

Vanguard Value ETF Trading Up 0.1%

NYSEARCA VTV opened at $173.32 on Tuesday. Vanguard Value ETF has a 12 month low of $150.43 and a 12 month high of $182.38. The stock has a 50-day simple moving average of $167.07 and a 200 day simple moving average of $172.38. The company has a market capitalization of $275.58 billion, a PE ratio of 18.83 and a beta of 0.83.

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.