Vanguard Value ETF (NYSEARCA:VTV) is EP Wealth Advisors LLC’s 3rd Largest Position

EP Wealth Advisors LLC grew its stake in shares of Vanguard Value ETF (NYSEARCA:VTV) by 5.8% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 2,741,128 shares of the company’s stock after buying an additional 150,528 shares during the quarter. Vanguard Value ETF accounts for approximately 4.1% of EP Wealth Advisors LLC’s portfolio, making the stock its 3rd largest holding. EP Wealth Advisors LLC owned about 0.38% of Vanguard Value ETF worth $478,519,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in VTV. Christopher J. Hasenberg Inc purchased a new stake in Vanguard Value ETF in the third quarter worth about $26,000. Optimum Investment Advisors bought a new stake in shares of Vanguard Value ETF in the 2nd quarter worth $28,000. Innealta Capital LLC purchased a new position in shares of Vanguard Value ETF in the second quarter worth $28,000. St. Johns Investment Management Company LLC bought a new stake in shares of Vanguard Value ETF in the third quarter worth approximately $28,000. Finally, MeadowBrook Investment Advisors LLC lifted its position in Vanguard Value ETF by 111.1% during the second quarter. MeadowBrook Investment Advisors LLC now owns 190 shares of the company’s stock valued at $30,000 after purchasing an additional 100 shares during the period.

Vanguard Value ETF Stock Performance

VTV stock opened at $178.30 on Friday. The company has a market cap of $127.16 billion, a price-to-earnings ratio of 17.44 and a beta of 0.70. The business’s 50-day moving average is $176.55 and its two-hundred day moving average is $169.14. Vanguard Value ETF has a fifty-two week low of $143.25 and a fifty-two week 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.