Vanguard Value ETF (NYSEARCA:VTV) is Holistic Planning LLC’s 4th Largest Position

Holistic Planning LLC lowered its stake in Vanguard Value ETF (NYSEARCA:VTV) by 7.6% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 39,549 shares of the company’s stock after selling 3,234 shares during the period. Vanguard Value ETF makes up approximately 2.9% of Holistic Planning LLC’s holdings, making the stock its 4th largest holding. Holistic Planning LLC’s holdings in Vanguard Value ETF were worth $6,904,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently modified their holdings of the company. SpiderRock Advisors LLC grew its position in Vanguard Value ETF by 55.9% during the 3rd quarter. SpiderRock Advisors LLC now owns 14,104 shares of the company’s stock worth $2,462,000 after acquiring an additional 5,060 shares during the last quarter. CWA Asset Management Group LLC purchased a new stake in shares of Vanguard Value ETF during the third quarter valued at approximately $2,786,000. Leavell Investment Management Inc. grew its holdings in shares of Vanguard Value ETF by 22.5% in the third quarter. Leavell Investment Management Inc. now owns 18,560 shares of the company’s stock worth $3,240,000 after purchasing an additional 3,405 shares during the last quarter. Triune Financial Partners LLC purchased a new position in shares of Vanguard Value ETF in the third quarter worth $3,618,000. Finally, ABLE Financial Group LLC bought a new stake in Vanguard Value ETF during the 3rd quarter valued at $467,000.

Vanguard Value ETF Stock Up 0.6 %

Shares of Vanguard Value ETF stock opened at $178.73 on Friday. The company’s fifty day simple moving average is $173.76 and its two-hundred day simple moving average is $166.57. Vanguard Value ETF has a 12-month low of $136.11 and a 12-month high of $179.26. The firm has a market cap of $127.47 billion, a PE ratio of 17.44 and a beta of 0.70.

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.