Topel & Distasi Wealth Management LLC Cuts Holdings in Vanguard Value ETF (NYSEARCA:VTV)

Topel & Distasi Wealth Management LLC lowered its position in shares of Vanguard Value ETF (NYSEARCA:VTV) by 2.2% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 106,343 shares of the company’s stock after selling 2,439 shares during the quarter. Vanguard Value ETF comprises 8.6% of Topel & Distasi Wealth Management LLC’s investment portfolio, making the stock its biggest holding. Topel & Distasi Wealth Management LLC’s holdings in Vanguard Value ETF were worth $18,370,000 at the end of the most recent quarter.

A number of other institutional investors have also bought and sold shares of the company. McClarren Financial Advisors Inc. acquired a new position in shares of Vanguard Value ETF during the first quarter valued at about $1,704,000. Cary Street Partners Investment Advisory LLC lifted its position in shares of Vanguard Value ETF by 1,353.7% during the first quarter. Cary Street Partners Investment Advisory LLC now owns 785 shares of the company’s stock valued at $136,000 after purchasing an additional 731 shares in the last quarter. Empower Advisory Group LLC grew its position in Vanguard Value ETF by 3.8% during the first quarter. Empower Advisory Group LLC now owns 19,095 shares of the company’s stock valued at $3,298,000 after buying an additional 691 shares during the period. Costello Asset Management INC bought a new position in Vanguard Value ETF during the first quarter valued at about $64,000. Finally, Cary Street Partners Financial LLC grew its position in Vanguard Value ETF by 10.5% during the first quarter. Cary Street Partners Financial LLC now owns 574,153 shares of the company’s stock valued at $99,179,000 after buying an additional 54,625 shares during the period.

Vanguard Value ETF Stock Performance

Shares of Vanguard Value ETF stock opened at $177.18 on Tuesday. Vanguard Value ETF has a 52-week low of $150.43 and a 52-week high of $182.38. The stock’s 50-day simple moving average is $175.92 and its 200 day simple moving average is $172.67. The stock has a market capitalization of $139.23 billion, a P/E ratio of 18.14 and a beta of 0.89.

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.