Investments & Financial Planning LLC Has $904,000 Stake in Vanguard Value ETF $VTV

Investments & Financial Planning LLC cut its position in Vanguard Value ETF (NYSEARCA:VTV) by 37.2% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 4,736 shares of the company’s stock after selling 2,810 shares during the quarter. Vanguard Value ETF accounts for about 0.5% of Investments & Financial Planning LLC’s portfolio, making the stock its 16th largest holding. Investments & Financial Planning LLC’s holdings in Vanguard Value ETF were worth $904,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently made changes to their positions in the company. Private Client Services LLC boosted its position in shares of Vanguard Value ETF by 1.3% during the 4th quarter. Private Client Services LLC now owns 4,024 shares of the company’s stock worth $769,000 after acquiring an additional 52 shares in the last quarter. Southland Equity Partners LLC raised its position in Vanguard Value ETF by 0.9% during the fourth quarter. Southland Equity Partners LLC now owns 5,805 shares of the company’s stock valued at $1,109,000 after purchasing an additional 53 shares in the last quarter. First Commonwealth Financial Corp PA raised its position in Vanguard Value ETF by 1.8% during the third quarter. First Commonwealth Financial Corp PA now owns 3,194 shares of the company’s stock valued at $596,000 after purchasing an additional 55 shares in the last quarter. Murphy & Mullick Capital Management Corp raised its position in Vanguard Value ETF by 2.9% during the fourth quarter. Murphy & Mullick Capital Management Corp now owns 2,012 shares of the company’s stock valued at $384,000 after purchasing an additional 56 shares in the last quarter. Finally, RF&L Wealth Management LLC lifted its stake in Vanguard Value ETF by 1.2% during the fourth quarter. RF&L Wealth Management LLC now owns 5,018 shares of the company’s stock worth $958,000 after purchasing an additional 60 shares during the last quarter.

Vanguard Value ETF Stock Performance

Shares of VTV stock opened at $216.50 on Friday. The stock’s fifty day moving average price is $208.58 and its two-hundred day moving average price is $201.59. The company has a market cap of $180.66 billion, a PE ratio of 18.14 and a beta of 0.75. Vanguard Value ETF has a fifty-two week low of $172.60 and a fifty-two week high of $219.93.

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. 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.