Downshift Financial LLC Increases Stock Position in Vanguard Value ETF $VTV

Downshift Financial LLC lifted its holdings in Vanguard Value ETF (NYSEARCA:VTV) by 257.3% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,032 shares of the company’s stock after buying an additional 4,344 shares during the quarter. Vanguard Value ETF accounts for 0.6% of Downshift Financial LLC’s portfolio, making the stock its 26th biggest holding. Downshift Financial LLC’s holdings in Vanguard Value ETF were worth $1,229,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in VTV. Lebenthal Global Advisors LLC raised its stake in Vanguard Value ETF by 2.4% in the 4th quarter. Lebenthal Global Advisors LLC now owns 144,038 shares of the company’s stock valued at $27,510,000 after purchasing an additional 3,327 shares during the last quarter. Earned Wealth Advisors LLC acquired a new position in Vanguard Value ETF during the fourth quarter valued at approximately $28,365,000. Captrust Financial Advisors increased its position in shares of Vanguard Value ETF by 6.2% in the third quarter. Captrust Financial Advisors now owns 6,230,066 shares of the company’s stock worth $1,161,845,000 after acquiring an additional 364,450 shares in the last quarter. Stephens Group Asset Management LLC increased its holdings in Vanguard Value ETF by 0.5% in the 4th quarter. Stephens Group Asset Management LLC now owns 971,407 shares of the company’s stock valued at $185,529,000 after purchasing an additional 5,085 shares in the last quarter. Finally, Cornerstone Wealth Advisors Inc. raised its position in Vanguard Value ETF by 1.5% in the fourth quarter. Cornerstone Wealth Advisors Inc. now owns 175,743 shares of the company’s stock valued at $33,565,000 after purchasing an additional 2,676 shares during the period.

Vanguard Value ETF Price Performance

Shares of NYSEARCA VTV opened at $220.27 on Tuesday. The company has a market capitalization of $186.14 billion, a price-to-earnings ratio of 18.14 and a beta of 0.75. Vanguard Value ETF has a 1-year low of $174.35 and a 1-year high of $222.15. The business has a 50-day moving average of $211.99 and a 200-day moving average of $203.72.

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.