SWP Financial LLC Boosts Stock Holdings in Vanguard Value ETF $VTV

SWP Financial LLC increased its holdings in Vanguard Value ETF (NYSEARCA:VTV) by 3.4% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 78,409 shares of the company’s stock after acquiring an additional 2,594 shares during the period. Vanguard Value ETF comprises approximately 7.6% of SWP Financial LLC’s portfolio, making the stock its 2nd biggest holding. SWP Financial LLC’s holdings in Vanguard Value ETF were worth $13,858,000 at the end of the most recent quarter.

Other hedge funds have also bought and sold shares of the company. Legend Financial Advisors Inc. bought a new stake in Vanguard Value ETF in the second quarter worth about $31,000. Colonial Trust Advisors purchased a new position in Vanguard Value ETF in the first quarter valued at approximately $32,000. Investors Research Corp grew its holdings in Vanguard Value ETF by 109.3% during the second quarter. Investors Research Corp now owns 203 shares of the company’s stock valued at $36,000 after purchasing an additional 106 shares during the period. Sawyer & Company Inc grew its holdings in Vanguard Value ETF by 96.2% during the second quarter. Sawyer & Company Inc now owns 204 shares of the company’s stock valued at $36,000 after purchasing an additional 100 shares during the period. Finally, Kessler Investment Group LLC purchased a new stake in Vanguard Value ETF in the first quarter worth $40,000.

Vanguard Value ETF Price Performance

Shares of NYSEARCA VTV opened at $186.49 on Wednesday. Vanguard Value ETF has a one year low of $150.43 and a one year high of $187.19. The business’s fifty day moving average price is $181.97 and its 200-day moving average price is $174.65. The stock has a market capitalization of $146.16 billion, a PE ratio of 18.14 and a beta of 0.89.

Vanguard Value ETF 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.