Prosperity Planning Inc. Trims Stock Holdings in Vanguard Value ETF (NYSEARCA:VTV)

Prosperity Planning Inc. cut its position in Vanguard Value ETF (NYSEARCA:VTV) by 2.4% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 22,496 shares of the company’s stock after selling 551 shares during the period. Vanguard Value ETF makes up 1.2% of Prosperity Planning Inc.’s holdings, making the stock its 23rd largest position. Prosperity Planning Inc.’s holdings in Vanguard Value ETF were worth $3,809,000 at the end of the most recent quarter.

Other institutional investors have also recently modified their holdings of the company. Silver Lake Advisory LLC acquired a new stake in Vanguard Value ETF during the second quarter worth about $26,291,000. Massachusetts Financial Services Co. MA increased its stake in shares of Vanguard Value ETF by 36.7% in the 2nd quarter. Massachusetts Financial Services Co. MA now owns 2,476 shares of the company’s stock valued at $397,000 after purchasing an additional 665 shares in the last quarter. Vanguard Personalized Indexing Management LLC purchased a new position in Vanguard Value ETF during the second quarter worth approximately $347,000. Kayne Anderson Rudnick Investment Management LLC boosted its stake in Vanguard Value ETF by 30.1% during the 2nd quarter. Kayne Anderson Rudnick Investment Management LLC now owns 2,021 shares of the company’s stock worth $324,000 after purchasing an additional 467 shares during the last quarter. Finally, Evergreen Capital Management LLC grew its stake in Vanguard Value ETF by 2.1% during the 2nd quarter. Evergreen Capital Management LLC now owns 95,870 shares of the company’s stock valued at $15,473,000 after acquiring an additional 1,943 shares in the last quarter.

Vanguard Value ETF Stock Up 0.6 %

NYSEARCA VTV opened at $174.68 on Tuesday. The business’s fifty day simple moving average is $174.49 and its 200-day simple moving average is $171.62. Vanguard Value ETF has a 52 week low of $146.67 and a 52 week high of $182.38. The firm has a market cap of $124.58 billion, a PE ratio of 17.44 and a beta of 0.70.

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.