Perfromance Wealth Partners LLC Has $9.07 Million Holdings in Vanguard Value ETF $VTV

Perfromance Wealth Partners LLC boosted its holdings in shares of Vanguard Value ETF (NYSEARCA:VTV) by 16.9% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 51,326 shares of the company’s stock after acquiring an additional 7,411 shares during the period. Vanguard Value ETF makes up approximately 0.3% of Perfromance Wealth Partners LLC’s investment portfolio, making the stock its 25th largest holding. Perfromance Wealth Partners LLC’s holdings in Vanguard Value ETF were worth $9,071,000 at the end of the most recent quarter.

Several other large investors also recently modified their holdings of VTV. Brighton Jones LLC increased its stake in Vanguard Value ETF by 7.9% during the 4th quarter. Brighton Jones LLC now owns 42,618 shares of the company’s stock worth $7,215,000 after purchasing an additional 3,109 shares in the last quarter. Bison Wealth LLC boosted its holdings in shares of Vanguard Value ETF by 10.7% in the fourth quarter. Bison Wealth LLC now owns 3,092 shares of the company’s stock valued at $523,000 after buying an additional 298 shares during the period. GAMMA Investing LLC raised its holdings in shares of Vanguard Value ETF by 15.5% during the first quarter. GAMMA Investing LLC now owns 12,708 shares of the company’s stock worth $2,195,000 after acquiring an additional 1,701 shares during the period. SG Americas Securities LLC bought a new position in Vanguard Value ETF during the 1st quarter worth about $1,226,000. Finally, Elevation Point Wealth Partners LLC lifted its holdings in shares of Vanguard Value ETF by 12.6% in the first quarter. Elevation Point Wealth Partners LLC now owns 2,134 shares of the company’s stock valued at $369,000 after purchasing an additional 239 shares in the last quarter.

Vanguard Value ETF Stock Performance

NYSEARCA:VTV opened at $184.54 on Tuesday. The stock has a 50-day simple moving average of $183.31 and a 200 day simple moving average of $175.47. Vanguard Value ETF has a 52-week low of $150.43 and a 52-week high of $188.43. The company has a market cap of $147.62 billion, a PE ratio of 18.14 and a beta of 0.89.

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.