WealthShield Partners LLC Lowers Stock Holdings in Vanguard Value ETF $VTV

WealthShield Partners LLC reduced its stake in Vanguard Value ETF (NYSEARCA:VTV) by 5.1% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 63,458 shares of the company’s stock after selling 3,442 shares during the quarter. Vanguard Value ETF comprises approximately 1.3% of WealthShield Partners LLC’s holdings, making the stock its 16th largest position. WealthShield Partners LLC’s holdings in Vanguard Value ETF were worth $11,834,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Activest Wealth Management boosted its holdings in Vanguard Value ETF by 2,700.0% in the second quarter. Activest Wealth Management now owns 140 shares of the company’s stock worth $25,000 after acquiring an additional 135 shares in the last quarter. Kiker Wealth Management LLC purchased a new position in shares of Vanguard Value ETF in the 2nd quarter worth about $28,000. Chesapeake Asset Management LLC boosted its stake 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 worth $28,000 after purchasing an additional 145 shares in the last quarter. Joseph Group Capital Management purchased a new stake in Vanguard Value ETF during the 2nd quarter valued at about $32,000. Finally, Berkshire Money Management Inc. purchased a new stake in Vanguard Value ETF during the 2nd quarter valued at about $33,000.

Vanguard Value ETF Stock Performance

Shares of Vanguard Value ETF stock opened at $197.59 on Monday. The company has a 50-day simple moving average of $192.08 and a two-hundred day simple moving average of $186.32. The stock has a market capitalization of $163.08 billion, a PE ratio of 18.14 and a beta of 0.82. Vanguard Value ETF has a 52-week low of $150.43 and a 52-week high of $199.67.

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.