Beacon Financial Advisory LLC Grows Position in Vanguard Value ETF (NYSEARCA:VTV)

Beacon Financial Advisory LLC raised its holdings in shares of Vanguard Value ETF (NYSEARCA:VTV) by 4.9% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 15,497 shares of the company’s stock after purchasing an additional 727 shares during the period. Vanguard Value ETF accounts for about 0.9% of Beacon Financial Advisory LLC’s portfolio, making the stock its 18th largest position. Beacon Financial Advisory LLC’s holdings in Vanguard Value ETF were worth $2,624,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. NBC Securities Inc. increased its position in shares of Vanguard Value ETF by 1.0% during the third quarter. NBC Securities Inc. now owns 5,946 shares of the company’s stock worth $1,038,000 after purchasing an additional 57 shares in the last quarter. Embree Financial Group increased its position in Vanguard Value ETF by 0.7% during the third quarter. Embree Financial Group now owns 8,661 shares of the company’s stock worth $1,512,000 after buying an additional 57 shares during the period. Confluence Wealth Services Inc. lifted its stake in Vanguard Value ETF by 1.6% in the third quarter. Confluence Wealth Services Inc. now owns 3,812 shares of the company’s stock valued at $665,000 after buying an additional 61 shares during the last quarter. Sheets Smith Wealth Management lifted its stake in Vanguard Value ETF by 0.3% in the third quarter. Sheets Smith Wealth Management now owns 18,698 shares of the company’s stock valued at $3,264,000 after buying an additional 61 shares during the last quarter. Finally, Leonard Rickey Investment Advisors P.L.L.C. boosted its holdings in shares of Vanguard Value ETF by 0.6% in the fourth quarter. Leonard Rickey Investment Advisors P.L.L.C. now owns 10,553 shares of the company’s stock valued at $1,787,000 after acquiring an additional 62 shares during the period.

Vanguard Value ETF Price Performance

Shares of Vanguard Value ETF stock opened at $177.58 on Thursday. The stock has a market capitalization of $126.65 billion, a price-to-earnings ratio of 17.44 and a beta of 0.70. The firm’s fifty day simple moving average is $174.08 and its 200-day simple moving average is $172.72. Vanguard Value ETF has a 12 month low of $150.24 and a 12 month high of $182.38.

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.