Cassaday & Co Wealth Management LLC Trims Stake in Vanguard Value ETF $VTV

Cassaday & Co Wealth Management LLC trimmed its stake in Vanguard Value ETF (NYSEARCA:VTV) by 7.9% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,214 shares of the company’s stock after selling 363 shares during the period. Cassaday & Co Wealth Management LLC’s holdings in Vanguard Value ETF were worth $745,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently modified their holdings of VTV. Brighton Jones LLC increased its stake in shares of Vanguard Value ETF by 7.9% in the 4th quarter. Brighton Jones LLC now owns 42,618 shares of the company’s stock worth $7,215,000 after purchasing an additional 3,109 shares in the last quarter. Bison Wealth LLC increased its stake in Vanguard Value ETF by 10.7% in the 4th quarter. Bison Wealth LLC now owns 3,092 shares of the company’s stock worth $523,000 after buying an additional 298 shares in the last quarter. Allspring Global Investments Holdings LLC increased its stake in Vanguard Value ETF by 402.1% in the 1st quarter. Allspring Global Investments Holdings LLC now owns 1,426 shares of the company’s stock worth $246,000 after buying an additional 1,142 shares in the last quarter. Principal Financial Group Inc. increased its stake in Vanguard Value ETF by 44.9% in the 1st quarter. Principal Financial Group Inc. now owns 4,663 shares of the company’s stock worth $806,000 after buying an additional 1,445 shares in the last quarter. Finally, Heritage Wealth Management Inc. purchased a new stake in Vanguard Value ETF in the 1st quarter worth $262,000.

Vanguard Value ETF Stock Performance

Shares of VTV stock opened at $184.32 on Wednesday. Vanguard Value ETF has a 52-week low of $150.43 and a 52-week high of $188.85. The firm has a market capitalization of $147.45 billion, a PE ratio of 18.14 and a beta of 0.82. The stock has a fifty day simple moving average of $185.36 and a two-hundred day simple moving average of $178.23.

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.