Capstone Wealth Management Group LLC Has $7.57 Million Stock Holdings in Vanguard Value ETF $VTV

Capstone Wealth Management Group LLC increased its stake in shares of Vanguard Value ETF (NYSEARCA:VTV) by 104.4% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 38,590 shares of the company’s stock after buying an additional 19,710 shares during the quarter. Vanguard Value ETF accounts for about 3.2% of Capstone Wealth Management Group LLC’s investment portfolio, making the stock its 11th largest position. Capstone Wealth Management Group LLC’s holdings in Vanguard Value ETF were worth $7,571,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also bought and sold shares of VTV. Brighton Securities CORP. lifted its holdings in shares of Vanguard Value ETF by 55.1% during the first quarter. Brighton Securities CORP. now owns 40,972 shares of the company’s stock valued at $8,039,000 after acquiring an additional 14,562 shares during the period. Geneva Partners LLC bought a new stake in shares of Vanguard Value ETF in the 1st quarter worth about $1,472,000. K2 Financial Inc. increased its position in shares of Vanguard Value ETF by 3.5% during the 1st quarter. K2 Financial Inc. now owns 14,330 shares of the company’s stock worth $2,907,000 after purchasing an additional 484 shares in the last quarter. Burney Co. increased its position in shares of Vanguard Value ETF by 3.8% during the 1st quarter. Burney Co. now owns 2,787 shares of the company’s stock worth $547,000 after purchasing an additional 101 shares in the last quarter. Finally, Downshift Financial LLC lifted its holdings in Vanguard Value ETF by 257.3% during the 1st quarter. Downshift Financial LLC now owns 6,032 shares of the company’s stock valued at $1,229,000 after purchasing an additional 4,344 shares during the last quarter.

Vanguard Value ETF Stock Up 0.1%

NYSEARCA:VTV opened at $219.57 on Wednesday. The firm has a market cap of $185.55 billion, a PE ratio of 18.14 and a beta of 0.75. Vanguard Value ETF has a 12 month low of $174.35 and a 12 month high of $222.15. The company’s 50-day moving average price is $212.62 and its two-hundred day moving average price is $204.12.

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.