Lutz Financial Services LLC Has $14.53 Million Stock Position in Vanguard Value ETF $VTV

Lutz Financial Services LLC lifted its holdings in shares of Vanguard Value ETF (NYSEARCA:VTV) by 45.6% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 82,234 shares of the company’s stock after purchasing an additional 25,769 shares during the quarter. Vanguard Value ETF makes up about 1.1% of Lutz Financial Services LLC’s holdings, making the stock its 27th biggest position. Lutz Financial Services LLC’s holdings in Vanguard Value ETF were worth $14,534,000 at the end of the most recent quarter.

Several other hedge funds also recently modified their holdings of the business. Confluence Wealth Services Inc. increased its stake in shares of Vanguard Value ETF by 0.7% during the 2nd quarter. Confluence Wealth Services Inc. now owns 8,663 shares of the company’s stock worth $1,531,000 after purchasing an additional 57 shares during the last quarter. LMG Wealth Partners LLC increased its stake in shares of Vanguard Value ETF by 1.6% during the 1st quarter. LMG Wealth Partners LLC now owns 3,865 shares of the company’s stock worth $668,000 after purchasing an additional 60 shares during the last quarter. Appleton Partners Inc. MA increased its stake in shares of Vanguard Value ETF by 3.2% during the 2nd quarter. Appleton Partners Inc. MA now owns 1,920 shares of the company’s stock worth $339,000 after purchasing an additional 60 shares during the last quarter. Brooklyn FI LLC increased its stake in shares of Vanguard Value ETF by 3.7% during the 2nd quarter. Brooklyn FI LLC now owns 1,703 shares of the company’s stock worth $301,000 after purchasing an additional 61 shares during the last quarter. Finally, BOS Asset Management LLC increased its stake in shares of Vanguard Value ETF by 0.7% during the 2nd quarter. BOS Asset Management LLC now owns 9,584 shares of the company’s stock worth $1,694,000 after purchasing an additional 63 shares during the last quarter.

Vanguard Value ETF Trading Up 0.5%

NYSEARCA:VTV opened at $185.64 on Friday. Vanguard Value ETF has a 1 year low of $150.43 and a 1 year high of $188.43. The firm’s fifty day simple moving average is $183.99 and its 200 day simple moving average is $175.80. The firm has a market capitalization of $148.50 billion, a PE ratio of 18.14 and a beta of 0.89.

About Vanguard Value ETF

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.