Compound Planning Inc. Acquires 25,336 Shares of Vanguard Value ETF $VTV

Compound Planning Inc. lifted its holdings in shares of Vanguard Value ETF (NYSEARCA:VTV) by 19.8% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 153,115 shares of the company’s stock after buying an additional 25,336 shares during the quarter. Vanguard Value ETF comprises approximately 0.9% of Compound Planning Inc.’s investment portfolio, making the stock its 22nd biggest holding. Compound Planning Inc.’s holdings in Vanguard Value ETF were worth $30,041,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of the business. DGS Capital Management LLC grew its holdings in shares of Vanguard Value ETF by 1.2% in the 4th quarter. DGS Capital Management LLC now owns 4,453 shares of the company’s stock valued at $851,000 after acquiring an additional 51 shares in the last quarter. Signature Equity Partners LLC boosted its position in Vanguard Value ETF by 2.3% during the first quarter. Signature Equity Partners LLC now owns 2,303 shares of the company’s stock valued at $452,000 after purchasing an additional 52 shares during the last quarter. Southland Equity Partners LLC grew its stake in Vanguard Value ETF by 0.9% in the fourth quarter. Southland Equity Partners LLC now owns 5,805 shares of the company’s stock valued at $1,109,000 after purchasing an additional 53 shares in the last quarter. Murphy & Mullick Capital Management Corp raised its stake in shares of Vanguard Value ETF by 2.9% during the 4th quarter. Murphy & Mullick Capital Management Corp now owns 2,012 shares of the company’s stock worth $384,000 after purchasing an additional 56 shares in the last quarter. Finally, Balefire LLC increased its holdings in Vanguard Value ETF by 0.4% during the first quarter. Balefire LLC now owns 12,892 shares of the company’s stock worth $2,529,000 after buying an additional 56 shares during the last quarter.

Vanguard Value ETF Stock Performance

NYSEARCA:VTV opened at $219.86 on Friday. The company has a market cap of $187.68 billion, a price-to-earnings ratio of 18.14 and a beta of 0.75. Vanguard Value ETF has a fifty-two week low of $174.35 and a fifty-two week high of $222.15. The stock has a fifty day moving average price of $215.49 and a 200-day moving average price of $206.36.

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.