Peak Retirement Planning Inc. Grows Stock Position in Vanguard Value ETF $VTV

Peak Retirement Planning Inc. lifted its stake in Vanguard Value ETF (NYSEARCA:VTV) by 14.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 32,383 shares of the company’s stock after purchasing an additional 4,087 shares during the period. Vanguard Value ETF comprises about 1.4% of Peak Retirement Planning Inc.’s holdings, making the stock its 15th largest holding. Peak Retirement Planning Inc.’s holdings in Vanguard Value ETF were worth $6,185,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Bank of America Corp DE raised its stake in Vanguard Value ETF by 4.4% in the third quarter. Bank of America Corp DE now owns 133,808,505 shares of the company’s stock valued at $24,953,948,000 after buying an additional 5,667,887 shares in the last quarter. Envestnet Asset Management Inc. raised its stake 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 valued at $4,083,379,000 after buying an additional 1,103,718 shares in the last quarter. Ameriprise Financial Inc. raised its stake in Vanguard Value ETF by 4.5% in the third quarter. Ameriprise Financial Inc. now owns 11,112,521 shares of the company’s stock valued at $2,072,160,000 after buying an additional 479,866 shares in the last quarter. Valpey Financial Services LLC raised its stake in Vanguard Value ETF by 19,007.8% in the fourth quarter. Valpey Financial Services LLC now owns 8,389,106 shares of the company’s stock valued at $1,602,235,000 after buying an additional 8,345,202 shares in the last quarter. Finally, Raymond James Financial Inc. raised its stake in Vanguard Value ETF by 6.4% in the third 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 in the last quarter.

Vanguard Value ETF Price Performance

Vanguard Value ETF stock opened at $213.27 on Wednesday. Vanguard Value ETF has a 1-year low of $170.95 and a 1-year high of $213.49. The stock has a market cap of $177.96 billion, a PE ratio of 18.14 and a beta of 0.76. The stock’s fifty day moving average is $203.73 and its two-hundred day moving average is $199.03.

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.