Peak Retirement Planning Inc. Acquires 2,492 Shares of Vanguard Value ETF $VTV

Peak Retirement Planning Inc. raised its holdings in shares of Vanguard Value ETF (NYSEARCA:VTV) by 9.7% during the third quarter, according to its most recent filing with the SEC. The firm owned 28,296 shares of the company’s stock after purchasing an additional 2,492 shares during the period. Vanguard Value ETF accounts for about 1.5% of Peak Retirement Planning Inc.’s portfolio, making the stock its 15th largest position. Peak Retirement Planning Inc.’s holdings in Vanguard Value ETF were worth $5,277,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of the business. Mission Wealth Management LP lifted its position in shares of Vanguard Value ETF by 3.4% in the 3rd quarter. Mission Wealth Management LP now owns 2,403,735 shares of the company’s stock worth $448,276,000 after purchasing an additional 78,556 shares during the period. Morling Financial Advisors LLC raised its stake in Vanguard Value ETF by 21,500.0% in the third quarter. Morling Financial Advisors LLC now owns 216 shares of the company’s stock worth $40,000 after buying an additional 215 shares in the last quarter. Atlantic Union Bankshares Corp lifted its holdings in Vanguard Value ETF by 5.3% during the third quarter. Atlantic Union Bankshares Corp now owns 15,463 shares of the company’s stock worth $2,884,000 after buying an additional 777 shares during the period. Money Concepts Capital Corp lifted its holdings in Vanguard Value ETF by 2.5% during the third quarter. Money Concepts Capital Corp now owns 26,479 shares of the company’s stock worth $4,938,000 after buying an additional 635 shares during the period. Finally, United Community Bank boosted its position in Vanguard Value ETF by 166.7% during the 3rd quarter. United Community Bank now owns 200 shares of the company’s stock valued at $37,000 after acquiring an additional 125 shares in the last quarter.

Vanguard Value ETF Trading Up 0.9%

VTV opened at $201.45 on Tuesday. The firm has a market cap of $166.26 billion, a price-to-earnings ratio of 18.14 and a beta of 0.82. Vanguard Value ETF has a 12 month low of $150.43 and a 12 month high of $201.62. The stock has a fifty day moving average price of $193.83 and a 200-day moving average price of $187.23.

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. 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.