Wells Financial Advisors INC Decreases Stake in Vanguard Large-Cap ETF $VV

Wells Financial Advisors INC lowered its holdings in Vanguard Large-Cap ETF (NYSEARCA:VV) by 53.0% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 5,055 shares of the company’s stock after selling 5,690 shares during the period. Vanguard Large-Cap ETF comprises 3.0% of Wells Financial Advisors INC’s portfolio, making the stock its 12th largest position. Wells Financial Advisors INC’s holdings in Vanguard Large-Cap ETF were worth $1,591,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. Ellenbecker Investment Group boosted its holdings in Vanguard Large-Cap ETF by 0.5% in the fourth quarter. Ellenbecker Investment Group now owns 6,774 shares of the company’s stock worth $2,133,000 after purchasing an additional 32 shares during the period. Tradewinds Capital Management LLC grew its holdings in Vanguard Large-Cap ETF by 3.8% in the 3rd quarter. Tradewinds Capital Management LLC now owns 935 shares of the company’s stock worth $288,000 after buying an additional 34 shares in the last quarter. Gladstone Institutional Advisory LLC increased its stake in Vanguard Large-Cap ETF by 1.6% during the 3rd quarter. Gladstone Institutional Advisory LLC now owns 2,148 shares of the company’s stock valued at $661,000 after buying an additional 34 shares during the period. GSG Advisors LLC raised its stake in shares of Vanguard Large-Cap ETF by 0.7% in the 4th quarter. GSG Advisors LLC now owns 4,942 shares of the company’s stock worth $1,556,000 after buying an additional 35 shares in the last quarter. Finally, Slow Capital Inc. raised its stake in shares of Vanguard Large-Cap ETF by 1.2% in the 3rd quarter. Slow Capital Inc. now owns 3,343 shares of the company’s stock worth $1,030,000 after buying an additional 39 shares in the last quarter.

Vanguard Large-Cap ETF Stock Up 1.0%

Shares of Vanguard Large-Cap ETF stock opened at $330.35 on Friday. The business has a fifty day simple moving average of $312.15 and a 200-day simple moving average of $313.71. Vanguard Large-Cap ETF has a fifty-two week low of $256.25 and a fifty-two week high of $330.88. The firm has a market cap of $50.42 billion, a price-to-earnings ratio of 24.59 and a beta of 1.01.

Vanguard Large-Cap ETF 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.