Vanguard Value ETF (NYSEARCA:VTV) is Total Wealth Planning LLC’s 4th Largest Position

Total Wealth Planning LLC raised its holdings in shares of Vanguard Value ETF (NYSEARCA:VTV) by 3.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 298,599 shares of the company’s stock after buying an additional 9,894 shares during the quarter. Vanguard Value ETF comprises about 8.1% of Total Wealth Planning LLC’s holdings, making the stock its 4th largest position. Total Wealth Planning LLC’s holdings in Vanguard Value ETF were worth $44,641,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the business. Concord Wealth Partners boosted its holdings in shares of Vanguard Value ETF by 106.5% in the 3rd quarter. Concord Wealth Partners now owns 223 shares of the company’s stock worth $31,000 after purchasing an additional 115 shares in the last quarter. Wagner Wealth Management LLC boosted its holdings in shares of Vanguard Value ETF by 52.9% in the 4th quarter. Wagner Wealth Management LLC now owns 208 shares of the company’s stock worth $31,000 after purchasing an additional 72 shares in the last quarter. Avion Wealth boosted its holdings in shares of Vanguard Value ETF by 48.3% in the 4th quarter. Avion Wealth now owns 224 shares of the company’s stock worth $33,000 after purchasing an additional 73 shares in the last quarter. Massmutual Trust Co. FSB ADV purchased a new position in shares of Vanguard Value ETF in the 4th quarter worth about $37,000. Finally, Albion Financial Group UT boosted its holdings in shares of Vanguard Value ETF by 198.3% in the 3rd quarter. Albion Financial Group UT now owns 343 shares of the company’s stock worth $47,000 after purchasing an additional 228 shares in the last quarter.

Vanguard Value ETF Trading Down 0.1 %

Shares of VTV traded down $0.09 during midday trading on Friday, reaching $157.91. The stock had a trading volume of 1,692,258 shares, compared to its average volume of 2,430,908. Vanguard Value ETF has a 12-month low of $131.42 and a 12-month high of $163.30. The company’s 50-day moving average is $158.18 and its 200 day moving average is $149.54. The company has a market capitalization of $112.62 billion, a price-to-earnings ratio of 17.38 and a beta of 0.73.

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.