Wells Financial Advisors INC Lowers Position in Vanguard Large-Cap ETF $VV

Wells Financial Advisors INC reduced its stake in Vanguard Large-Cap ETF (NYSEARCA:VV) by 45.2% during the first quarter, Holdings Channel.com reports. The institutional investor owned 2,770 shares of the company’s stock after selling 2,285 shares during the period. Vanguard Large-Cap ETF comprises 3.8% of Wells Financial Advisors INC’s investment portfolio, making the stock its 9th biggest holding. Wells Financial Advisors INC’s holdings in Vanguard Large-Cap ETF were worth $828,000 as of its most recent SEC filing.

Other institutional investors also recently added to or reduced their stakes in the company. Human Investing LLC raised its position in Vanguard Large-Cap ETF by 13.2% in the first quarter. Human Investing LLC now owns 23,192 shares of the company’s stock worth $6,931,000 after acquiring an additional 2,696 shares during the period. Eaton Cambridge Inc. boosted its stake in Vanguard Large-Cap ETF by 130.4% in the first quarter. Eaton Cambridge Inc. now owns 1,760 shares of the company’s stock valued at $526,000 after acquiring an additional 996 shares during the last quarter. Next Capital Management LLC grew its position in shares of Vanguard Large-Cap ETF by 19.2% during the 1st quarter. Next Capital Management LLC now owns 5,376 shares of the company’s stock valued at $1,607,000 after acquiring an additional 867 shares during the period. IMA Advisory Services Inc. grew its position in shares of Vanguard Large-Cap ETF by 0.6% during the 1st quarter. IMA Advisory Services Inc. now owns 264,311 shares of the company’s stock valued at $78,801,000 after acquiring an additional 1,626 shares during the period. Finally, Kera Capital Partners Inc. grew its position in shares of Vanguard Large-Cap ETF by 4.8% during the 1st quarter. Kera Capital Partners Inc. now owns 825 shares of the company’s stock valued at $247,000 after acquiring an additional 38 shares during the period.

Vanguard Large-Cap ETF Price Performance

Shares of VV stock opened at $341.98 on Monday. The firm has a market cap of $52.19 billion, a P/E ratio of 24.59 and a beta of 1.01. The company has a 50 day moving average of $343.09 and a 200-day moving average of $325.06. Vanguard Large-Cap ETF has a 12-month low of $286.05 and a 12-month high of $350.41.

Vanguard Large-Cap ETF Company Profile

Vanguard Large-Cap Index Fund (the Fund) seeks to track the performance of a benchmark index that measures the investment return of large-capitalization stocks. The Fund employs a passive management investment approach designed to track the performance of the MSCI US Prime Market 750 Index, a diversified index predominantly made up of stocks of large United States companies. The Fund attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the Index, holding each stock in approximately the same proportion as its weighting in the Index.