EverSource Wealth Advisors LLC Increases Stock Position in Vanguard Value ETF $VTV

EverSource Wealth Advisors LLC lifted its holdings in shares of Vanguard Value ETF (NYSEARCA:VTV) by 1.1% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 329,165 shares of the company’s stock after purchasing an additional 3,440 shares during the quarter. Vanguard Value ETF accounts for 2.4% of EverSource Wealth Advisors LLC’s holdings, making the stock its 3rd largest position. EverSource Wealth Advisors LLC’s holdings in Vanguard Value ETF were worth $61,386,000 as of its most recent SEC filing.

Several other institutional investors have also made changes to their positions in the stock. Chesapeake Asset Management LLC raised its holdings in Vanguard Value ETF by 3,625.0% in the 3rd quarter. Chesapeake Asset Management LLC now owns 149 shares of the company’s stock valued at $28,000 after acquiring an additional 145 shares in the last quarter. Joseph Group Capital Management acquired a new stake in shares of Vanguard Value ETF during the 2nd quarter worth $32,000. Cedar Wealth Management LLC bought a new position in shares of Vanguard Value ETF in the second quarter worth $35,000. United Community Bank increased its position in shares of Vanguard Value ETF by 166.7% in the third quarter. United Community Bank now owns 200 shares of the company’s stock worth $37,000 after purchasing an additional 125 shares during the period. Finally, Family Legacy Financial Solutions LLC acquired a new position in Vanguard Value ETF in the third quarter valued at about $40,000.

Vanguard Value ETF Stock Down 0.8%

VTV opened at $205.24 on Tuesday. The stock has a market capitalization of $169.39 billion, a price-to-earnings ratio of 18.14 and a beta of 0.82. Vanguard Value ETF has a twelve month low of $150.43 and a twelve month high of $208.20. The company has a 50-day simple moving average of $198.35 and a 200 day simple moving average of $190.09.

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.