Waldron Private Wealth LLC Has $302 Million Stock Position in Vanguard Value ETF $VTV

Waldron Private Wealth LLC raised its stake in shares of Vanguard Value ETF (NYSEARCA:VTV) by 4.4% during the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 1,581,258 shares of the company’s stock after purchasing an additional 66,794 shares during the quarter. Vanguard Value ETF accounts for about 11.9% of Waldron Private Wealth LLC’s investment portfolio, making the stock its biggest position. Waldron Private Wealth LLC owned about 0.19% of Vanguard Value ETF worth $302,004,000 as of its most recent filing with the SEC.

Several other hedge funds have also made changes to their positions in the stock. Bank of America Corp DE lifted its position in shares of Vanguard Value ETF by 4.4% in the 3rd quarter. Bank of America Corp DE now owns 133,808,505 shares of the company’s stock worth $24,953,948,000 after acquiring an additional 5,667,887 shares during the period. Jones Financial Companies Lllp raised its stake in shares of Vanguard Value ETF by 3.2% in the third quarter. Jones Financial Companies Lllp now owns 53,966,784 shares of the company’s stock valued at $10,068,563,000 after purchasing an additional 1,684,472 shares in the last quarter. Envestnet Asset Management Inc. lifted its position in Vanguard Value ETF by 5.3% in the third quarter. Envestnet Asset Management Inc. now owns 21,895,965 shares of the company’s stock worth $4,083,379,000 after purchasing an additional 1,103,718 shares during the period. Ameriprise Financial Inc. boosted its stake in Vanguard Value ETF by 4.5% during the third quarter. Ameriprise Financial Inc. now owns 11,112,521 shares of the company’s stock worth $2,072,160,000 after buying an additional 479,866 shares in the last quarter. Finally, Raymond James Financial Inc. increased its holdings in Vanguard Value ETF by 6.4% in the 3rd quarter. Raymond James Financial Inc. now owns 7,922,686 shares of the company’s stock valued at $1,477,502,000 after buying an additional 476,101 shares during the period.

Vanguard Value ETF Stock Performance

NYSEARCA:VTV opened at $193.35 on Friday. The company has a 50-day moving average of $201.42 and a 200-day moving average of $193.17. Vanguard Value ETF has a 52 week low of $150.43 and a 52 week high of $208.20. The company has a market capitalization of $159.58 billion, a price-to-earnings ratio of 18.14 and a beta of 0.82.

About Vanguard Value ETF

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.