Lake Street Private Wealth LLC Has $48.15 Million Position in Vanguard Value ETF $VTV

Lake Street Private Wealth LLC raised its position in Vanguard Value ETF (NYSEARCA:VTV) by 4.4% during the fourth quarter, Holdings Channel reports. The firm owned 252,119 shares of the company’s stock after purchasing an additional 10,723 shares during the period. Vanguard Value ETF comprises 5.9% of Lake Street Private Wealth LLC’s portfolio, making the stock its largest holding. Lake Street Private Wealth LLC’s holdings in Vanguard Value ETF were worth $48,153,000 as of its most recent filing with the SEC.

Other institutional investors also recently modified their holdings of the company. Bank of America Corp DE raised its stake in Vanguard Value ETF by 4.4% during the third quarter. Bank of America Corp DE now owns 133,808,505 shares of the company’s stock worth $24,953,948,000 after buying an additional 5,667,887 shares during the last quarter. Jones Financial Companies Lllp boosted its position in Vanguard Value ETF by 3.2% during 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 acquiring an additional 1,684,472 shares during the last quarter. Moneta Group Investment Advisors LLC boosted its position in Vanguard Value ETF by 79.3% during the third quarter. Moneta Group Investment Advisors LLC now owns 3,229,930 shares of the company’s stock valued at $602,350,000 after acquiring an additional 1,428,525 shares during the last quarter. Vantagepoint Investment Advisers LLC grew its holdings in Vanguard Value ETF by 3,088.0% during the 3rd quarter. Vantagepoint Investment Advisers LLC now owns 1,202,519 shares of the company’s stock worth $224,258,000 after acquiring an additional 1,164,799 shares during the period. Finally, Envestnet Asset Management Inc. grew its holdings in Vanguard Value ETF by 5.3% during the 3rd quarter. Envestnet Asset Management Inc. now owns 21,895,965 shares of the company’s stock worth $4,083,379,000 after acquiring an additional 1,103,718 shares during the period.

Vanguard Value ETF Trading Down 1.0%

VTV stock opened at $194.52 on Friday. The firm has a market cap of $160.54 billion, a PE ratio of 18.14 and a beta of 0.82. The stock has a 50-day moving average price of $201.58 and a 200-day moving average price of $192.69. Vanguard Value ETF has a 1-year low of $150.43 and a 1-year high of $208.20.

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. 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.