HB Wealth Management LLC Grows Stock Holdings in Vanguard Value ETF $VTV

HB Wealth Management LLC lifted its stake in shares of Vanguard Value ETF (NYSEARCA:VTV) by 19.3% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 70,402 shares of the company’s stock after purchasing an additional 11,392 shares during the period. HB Wealth Management LLC’s holdings in Vanguard Value ETF were worth $13,813,000 as of its most recent SEC filing.

A number of other large investors have also made changes to their positions in the stock. Align Financial LLC purchased a new position in Vanguard Value ETF during the fourth quarter worth approximately $2,128,845,000. Valpey Financial Services LLC grew its holdings in Vanguard Value ETF by 19,007.8% in the 4th quarter. Valpey Financial Services LLC now owns 8,389,106 shares of the company’s stock valued at $1,602,235,000 after buying an additional 8,345,202 shares in the last quarter. EP Wealth Advisors LLC acquired a new stake in shares of Vanguard Value ETF in the 4th quarter worth $1,511,860,000. Bank of America Corp DE increased its stake in shares of Vanguard Value ETF by 4.4% in the 3rd quarter. Bank of America Corp DE now owns 133,808,505 shares of the company’s stock worth $24,953,948,000 after acquiring an additional 5,667,887 shares during the last quarter. Finally, Balentine LLC increased its stake in shares of Vanguard Value ETF by 12,803.4% in the 1st quarter. Balentine LLC now owns 2,846,109 shares of the company’s stock worth $558,407,000 after acquiring an additional 2,824,052 shares during the last quarter.

Vanguard Value ETF Price Performance

NYSEARCA VTV opened at $219.17 on Friday. Vanguard Value ETF has a 52 week low of $174.35 and a 52 week high of $222.15. The business’s fifty day simple moving average is $211.99 and its 200-day simple moving average is $203.65. The firm has a market cap of $185.21 billion, a PE ratio of 18.14 and a beta of 0.75.

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.