Potentia Wealth Takes Position in Vanguard Russell 2000 Value ETF (NASDAQ:VTWV)

Potentia Wealth acquired a new stake in shares of Vanguard Russell 2000 Value ETF (NASDAQ:VTWV) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 24,982 shares of the company’s stock, valued at approximately $3,613,000. Vanguard Russell 2000 Value ETF accounts for about 1.6% of Potentia Wealth’s investment portfolio, making the stock its 17th biggest holding. Potentia Wealth owned approximately 0.44% of Vanguard Russell 2000 Value ETF at the end of the most recent quarter.

A number of other large investors have also added to or reduced their stakes in the company. LPL Financial LLC lifted its stake in Vanguard Russell 2000 Value ETF by 11.0% during the 4th quarter. LPL Financial LLC now owns 106,562 shares of the company’s stock valued at $15,410,000 after acquiring an additional 10,567 shares during the period. Virtue Capital Management LLC lifted its position in shares of Vanguard Russell 2000 Value ETF by 17.4% in the third quarter. Virtue Capital Management LLC now owns 72,468 shares of the company’s stock worth $10,664,000 after buying an additional 10,749 shares in the last quarter. WestHill Financial Advisors Inc. boosted its position in shares of Vanguard Russell 2000 Value ETF by 2.3% during the 4th quarter. WestHill Financial Advisors Inc. now owns 55,340 shares of the company’s stock valued at $8,003,000 after acquiring an additional 1,234 shares during the last quarter. Carl Stuart Investment Advisor Inc. purchased a new position in shares of Vanguard Russell 2000 Value ETF in the 4th quarter worth $7,889,000. Finally, JPMorgan Chase & Co. lifted its stake in shares of Vanguard Russell 2000 Value ETF by 4.5% in the 3rd quarter. JPMorgan Chase & Co. now owns 28,868 shares of the company’s stock valued at $4,248,000 after purchasing an additional 1,249 shares during the last quarter.

Vanguard Russell 2000 Value ETF Price Performance

Shares of NASDAQ VTWV opened at $138.33 on Tuesday. The firm has a 50-day simple moving average of $143.03 and a two-hundred day simple moving average of $146.84. Vanguard Russell 2000 Value ETF has a 1 year low of $128.09 and a 1 year high of $161.65. The company has a market cap of $784.33 million, a P/E ratio of 13.23 and a beta of 1.15.

About Vanguard Russell 2000 Value ETF

The Vanguard Russell 2000 Value ETF (VTWV) is an exchange-traded fund that is based on the Russell 2000 Value index. The fund tracks an index of US small-cap value stocks. Holdings are selected and weighted based on price-to-book-value. VTWV was launched on Sep 20, 2010 and is managed by Vanguard.