Monument Group Wealth Advisors LLC Has $2.91 Million Stock Position in Vanguard Value ETF (NYSEARCA:VTV)

Monument Group Wealth Advisors LLC lowered its holdings in Vanguard Value ETF (NYSEARCA:VTV) by 0.4% in the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 16,667 shares of the company’s stock after selling 65 shares during the quarter. Vanguard Value ETF makes up about 1.7% of Monument Group Wealth Advisors LLC’s investment portfolio, making the stock its 6th largest holding. Monument Group Wealth Advisors LLC’s holdings in Vanguard Value ETF were worth $2,910,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in the business. Moulton Wealth Management Inc. purchased a new position in shares of Vanguard Value ETF during the third quarter valued at about $388,000. Capital Investment Advisors LLC boosted its position in Vanguard Value ETF by 1.1% during the 3rd quarter. Capital Investment Advisors LLC now owns 9,175 shares of the company’s stock valued at $1,602,000 after acquiring an additional 102 shares in the last quarter. Blue Trust Inc. grew its holdings in shares of Vanguard Value ETF by 9.5% during the 3rd quarter. Blue Trust Inc. now owns 36,406 shares of the company’s stock worth $5,840,000 after acquiring an additional 3,170 shares during the period. Sage Financial Management Group Inc. purchased a new position in shares of Vanguard Value ETF during the 3rd quarter worth approximately $576,000. Finally, Net Worth Advisory Group bought a new position in shares of Vanguard Value ETF in the 3rd quarter worth approximately $851,000.

Vanguard Value ETF Stock Up 0.1 %

VTV opened at $177.82 on Friday. Vanguard Value ETF has a 52 week low of $131.42 and a 52 week high of $178.18. The stock has a market cap of $126.82 billion, a PE ratio of 17.44 and a beta of 0.70. The business has a 50 day moving average of $171.89 and a 200-day moving average of $164.83.

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.