Cascade Wealth Advisors Inc. acquired a new position in Vanguard Value ETF (NYSEARCA:VTV – Free Report) during the first quarter, the company disclosed in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 28,308 shares of the company’s stock valued at approximately $4,424,000. Vanguard Value ETF represents approximately 3.8% of Cascade Wealth Advisors Inc.’s investment portfolio, making the stock its ninth-largest holding.
A number of other hedge funds and other institutional investors have also bought and sold shares of VTV. Atlantic Edge Private Wealth Management LLC bought a new position in shares of Vanguard Value ETF during the fourth quarter valued at about $25,000. Vima LLC bought a new position in shares of Vanguard Value ETF during the fourth quarter valued at about $30,000. Rice Partnership LLC increased its holdings in shares of Vanguard Value ETF by 488.6% during the fourth quarter. Rice Partnership LLC now owns 206 shares of the company’s stock valued at $31,000 after buying an additional 171 shares during the last quarter. Wagner Wealth Management LLC increased its holdings in shares of Vanguard Value ETF by 52.9% during the fourth quarter. Wagner Wealth Management LLC now owns 208 shares of the company’s stock valued at $31,000 after buying an additional 72 shares during the last quarter. Finally, Avion Wealth increased its holdings in shares of Vanguard Value ETF by 48.3% during the fourth quarter. Avion Wealth now owns 224 shares of the company’s stock valued at $33,000 after purchasing an additional 73 shares during the last quarter.
Vanguard Value ETF trading down 0.3%
VTV shares opened at $161.15 on Thursday. Vanguard Value ETF has a 12-month low of $131.42 and a 12-month high of $163.81. The company’s 50-day moving average is $160.01 and its 200-day moving average is $156.03. The stock has a market cap of $114.93 billion, a P/E ratio of 17.44 and a beta of 0.70.
Vanguard Value ETF Company Profile
(Free report)
Vanguard Value ETF (the Fund) is an exchange-traded share class of the Vanguard Value Index Fund, which uses 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 primarily large U.S. companies.
Further information
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