Excelsior Advisor Network LLC Boosts Stock Holdings in Vanguard Value ETF $VTV

Excelsior Advisor Network LLC lifted its holdings in Vanguard Value ETF (NYSEARCA:VTV) by 12.5% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 33,835 shares of the company’s stock after acquiring an additional 3,752 shares during the period. Vanguard Value ETF accounts for approximately 2.5% of Excelsior Advisor Network LLC’s holdings, making the stock its 6th biggest holding. Excelsior Advisor Network LLC’s holdings in Vanguard Value ETF were worth $6,638,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in VTV. Align Financial LLC bought a new stake in Vanguard Value ETF during the 4th quarter valued at about $2,128,845,000. Valpey Financial Services LLC grew its stake in Vanguard Value ETF by 19,007.8% in the 4th quarter. Valpey Financial Services LLC now owns 8,389,106 shares of the company’s stock worth $1,602,235,000 after acquiring an additional 8,345,202 shares in the last quarter. EP Wealth Advisors LLC purchased a new position in shares of Vanguard Value ETF during the fourth quarter worth approximately $1,511,860,000. Balentine LLC raised its stake in shares of Vanguard Value ETF by 12,803.4% during the first quarter. Balentine LLC now owns 2,846,109 shares of the company’s stock valued at $558,407,000 after acquiring an additional 2,824,052 shares in the last quarter. Finally, Bank of America Corp DE raised its stake in shares of Vanguard Value ETF by 1.7% during the fourth quarter. Bank of America Corp DE now owns 136,148,963 shares of the company’s stock valued at $26,003,090,000 after acquiring an additional 2,340,458 shares in the last quarter.

Vanguard Value ETF Stock Performance

Shares of NYSEARCA VTV opened at $221.72 on Tuesday. Vanguard Value ETF has a 52-week low of $174.35 and a 52-week high of $222.66. The firm has a market capitalization of $189.27 billion, a price-to-earnings ratio of 18.14 and a beta of 0.75. The stock has a 50 day moving average price of $216.06 and a 200 day moving average price of $206.73.

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.