Legacy Wealth Partners LLC grew its stake in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 138.6% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 116,322 shares of the company’s stock after acquiring an additional 67,568 shares during the quarter. Vanguard Value ETF comprises approximately 5.7% of Legacy Wealth Partners LLC’s portfolio, making the stock its 5th biggest position. Legacy Wealth Partners LLC’s holdings in Vanguard Value ETF were worth $22,822,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other large investors have also recently modified their holdings of the company. Lebenthal Global Advisors LLC increased its holdings in Vanguard Value ETF by 2.4% in the 4th quarter. Lebenthal Global Advisors LLC now owns 144,038 shares of the company’s stock worth $27,510,000 after buying an additional 3,327 shares in the last quarter. Compound Planning Inc. lifted its stake in Vanguard Value ETF by 3.2% during the 3rd quarter. Compound Planning Inc. now owns 135,200 shares of the company’s stock valued at $25,213,000 after acquiring an additional 4,202 shares during the period. Capstone Wealth Management Group LLC lifted 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 during the period. Earned Wealth Advisors LLC purchased a new stake in shares of Vanguard Value ETF during the 4th quarter valued at about $28,365,000. Finally, Captrust Financial Advisors boosted its holdings in shares of Vanguard Value ETF by 6.2% during the 3rd quarter. Captrust Financial Advisors now owns 6,230,066 shares of the company’s stock valued at $1,161,845,000 after acquiring an additional 364,450 shares during the last quarter.
Vanguard Value ETF Stock Down 0.6%
Shares of VTV stock opened at $217.43 on Wednesday. The company has a 50 day moving average price of $209.50 and a 200-day moving average price of $202.18. Vanguard Value ETF has a 52 week low of $174.35 and a 52 week high of $219.93. The firm has a market capitalization of $181.43 billion, a PE 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.
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