Leo Wealth LLC Takes Position in Vanguard Value ETF (NYSEARCA:VTV)

Leo Wealth LLC bought a new position in Vanguard Value ETF (NYSEARCA:VTV) in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm bought 14,874 shares of the company’s stock, valued at approximately $2,226,000.

A number of other institutional investors and hedge funds have also modified their holdings of the business. Facet Wealth Inc. boosted its stake in shares of Vanguard Value ETF by 16.2% during the 4th quarter. Facet Wealth Inc. now owns 1,604,624 shares of the company’s stock valued at $243,839,000 after buying an additional 223,940 shares during the period. Sugarloaf Wealth Management LLC raised its stake in shares of Vanguard Value ETF by 945.2% during the 4th quarter. Sugarloaf Wealth Management LLC now owns 5,132 shares of the company’s stock worth $767,000 after purchasing an additional 4,641 shares in the last quarter. Soundwatch Capital LLC acquired a new stake in shares of Vanguard Value ETF during the 4th quarter valued at about $119,000. First National Bank Sioux Falls grew its stake in shares of Vanguard Value ETF by 30.0% in the 4th quarter. First National Bank Sioux Falls now owns 26,120 shares of the company’s stock valued at $3,905,000 after buying an additional 6,027 shares in the last quarter. Finally, Oarsman Capital Inc. grew its stake in shares of Vanguard Value ETF by 20.0% in the 4th quarter. Oarsman Capital Inc. now owns 101,130 shares of the company’s stock valued at $15,119,000 after buying an additional 16,827 shares in the last quarter.

Vanguard Value ETF Price Performance

Shares of VTV stock traded up $1.25 on Monday, hitting $161.44. The company’s stock had a trading volume of 1,550,053 shares, compared to its average volume of 2,199,451. The stock has a market capitalization of $115.14 billion, a price-to-earnings ratio of 17.44 and a beta of 0.70. Vanguard Value ETF has a fifty-two week low of $131.42 and a fifty-two week high of $163.81. The firm’s fifty day moving average price is $159.43 and its 200-day moving average price is $155.13.

Vanguard Value ETF Company 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.