Vanguard Value ETF (NYSEARCA:VTV) is Windward Private Wealth Management Inc.’s 9th Largest Position

Windward Private Wealth Management Inc. trimmed its stake in shares of Vanguard Value ETF (NYSEARCA:VTV) by 4.1% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 31,891 shares of the company’s stock after selling 1,369 shares during the quarter. Vanguard Value ETF accounts for 2.1% of Windward Private Wealth Management Inc.’s holdings, making the stock its 9th largest holding. Windward Private Wealth Management Inc.’s holdings in Vanguard Value ETF were worth $5,399,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors also recently bought and sold shares of the company. Aries Wealth Management grew its holdings in Vanguard Value ETF by 30.8% during the 4th quarter. Aries Wealth Management now owns 31,641 shares of the company’s stock worth $5,357,000 after acquiring an additional 7,443 shares in the last quarter. Life Planning Partners Inc lifted its position in shares of Vanguard Value ETF by 16,830.0% during the 4th quarter. Life Planning Partners Inc now owns 582,731 shares of the company’s stock worth $98,656,000 after purchasing an additional 579,289 shares during the last quarter. G&S Capital LLC grew its stake in shares of Vanguard Value ETF by 5.6% during the fourth quarter. G&S Capital LLC now owns 57,200 shares of the company’s stock worth $9,684,000 after purchasing an additional 3,022 shares in the last quarter. MGB Wealth Management LLC increased its holdings in Vanguard Value ETF by 67.0% in the fourth quarter. MGB Wealth Management LLC now owns 3,006 shares of the company’s stock valued at $509,000 after buying an additional 1,206 shares during the last quarter. Finally, MTM Investment Management LLC raised its stake in Vanguard Value ETF by 460.5% in the fourth quarter. MTM Investment Management LLC now owns 4,456 shares of the company’s stock valued at $754,000 after buying an additional 3,661 shares in the last quarter.

Vanguard Value ETF Price Performance

Shares of NYSEARCA VTV opened at $177.78 on Friday. The business has a 50-day moving average of $173.64 and a two-hundred day moving average of $173.15. The company has a market capitalization of $126.79 billion, a price-to-earnings ratio of 17.44 and a beta of 0.70. Vanguard Value ETF has a 1 year low of $151.27 and a 1 year high of $182.38.

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.