Simplicity Wealth LLC Has $2.46 Million Stock Position in Vanguard Value ETF $VTV

Simplicity Wealth LLC raised its holdings in Vanguard Value ETF (NYSEARCA:VTV) by 73.7% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 13,163 shares of the company’s stock after buying an additional 5,587 shares during the quarter. Simplicity Wealth LLC’s holdings in Vanguard Value ETF were worth $2,455,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Bruce G. Allen Investments LLC lifted its position in shares of Vanguard Value ETF by 0.5% during the 3rd quarter. Bruce G. Allen Investments LLC now owns 76,844 shares of the company’s stock valued at $14,331,000 after acquiring an additional 405 shares during the period. Cooksen Wealth LLC increased its stake in Vanguard Value ETF by 8.3% during the 3rd quarter. Cooksen Wealth LLC now owns 70,305 shares of the company’s stock valued at $13,111,000 after purchasing an additional 5,415 shares in the last quarter. Triad Wealth Partners LLC raised its holdings in Vanguard Value ETF by 98.3% during the third quarter. Triad Wealth Partners LLC now owns 4,566 shares of the company’s stock worth $851,000 after buying an additional 2,263 shares during the last quarter. Charter Oak Capital Management LLC lifted its stake in shares of Vanguard Value ETF by 3.0% in the third quarter. Charter Oak Capital Management LLC now owns 24,396 shares of the company’s stock valued at $4,550,000 after buying an additional 710 shares in the last quarter. Finally, Register Financial Advisors LLC grew its holdings in shares of Vanguard Value ETF by 6.0% during the third quarter. Register Financial Advisors LLC now owns 47,496 shares of the company’s stock valued at $8,857,000 after buying an additional 2,697 shares during the last quarter.

Vanguard Value ETF Price Performance

VTV opened at $198.78 on Friday. Vanguard Value ETF has a fifty-two week low of $150.43 and a fifty-two week high of $199.67. The firm has a market capitalization of $164.06 billion, a PE ratio of 18.14 and a beta of 0.82. The company’s 50-day moving average is $191.88 and its 200 day moving average is $186.08.

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. The Index represents the value companies of the MSCI US Prime Market 750 Index. The MSCI US Prime Market 750 Index represents the universe of predominantly large-capitalization companies in the United States equity market.