Francis Financial Inc. Makes New $3.37 Million Investment in Vanguard Value ETF $VTV

Francis Financial Inc. acquired a new position in Vanguard Value ETF (NYSEARCA:VTV) in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 19,059 shares of the company’s stock, valued at approximately $3,372,000. Vanguard Value ETF makes up about 0.8% of Francis Financial Inc.’s holdings, making the stock its 22nd largest holding.

Several other hedge funds and other institutional investors have also bought and sold shares of the stock. Brighton Jones LLC lifted its position in shares of Vanguard Value ETF by 7.9% during the fourth quarter. Brighton Jones LLC now owns 42,618 shares of the company’s stock valued at $7,215,000 after buying an additional 3,109 shares during the last quarter. Bison Wealth LLC grew its holdings in Vanguard Value ETF by 10.7% in the fourth quarter. Bison Wealth LLC now owns 3,092 shares of the company’s stock worth $523,000 after purchasing an additional 298 shares during the last quarter. Principal Financial Group Inc. increased its position in shares of Vanguard Value ETF by 44.9% during the first quarter. Principal Financial Group Inc. now owns 4,663 shares of the company’s stock worth $806,000 after purchasing an additional 1,445 shares in the last quarter. Edgestream Partners L.P. purchased a new stake in shares of Vanguard Value ETF during the 1st quarter valued at $320,000. Finally, Whittier Trust Co. grew its stake in Vanguard Value ETF by 11.2% during the 1st quarter. Whittier Trust Co. now owns 1,808 shares of the company’s stock worth $312,000 after buying an additional 182 shares during the last quarter.

Vanguard Value ETF Stock Performance

Vanguard Value ETF stock opened at $189.43 on Thursday. The stock has a market cap of $151.53 billion, a PE ratio of 18.14 and a beta of 0.82. The stock has a 50-day moving average of $185.84 and a two-hundred day moving average of $179.13. Vanguard Value ETF has a one year low of $150.43 and a one year high of $189.97.

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.