SWP Financial LLC Grows Stake in Vanguard Value ETF $VTV

SWP Financial LLC increased its position in Vanguard Value ETF (NYSEARCA:VTV) by 25.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 102,549 shares of the company’s stock after purchasing an additional 20,757 shares during the period. Vanguard Value ETF accounts for 9.8% of SWP Financial LLC’s portfolio, making the stock its biggest position. SWP Financial LLC’s holdings in Vanguard Value ETF were worth $19,586,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the company. Private Client Services LLC grew its position in shares of Vanguard Value ETF by 1.3% in the 4th quarter. Private Client Services LLC now owns 4,024 shares of the company’s stock worth $769,000 after buying an additional 52 shares during the period. Southland Equity Partners LLC increased its stake in shares of Vanguard Value ETF by 0.9% in the 4th quarter. Southland Equity Partners LLC now owns 5,805 shares of the company’s stock worth $1,109,000 after acquiring an additional 53 shares in the last quarter. First Commonwealth Financial Corp PA lifted its position in Vanguard Value ETF by 1.8% during the 3rd quarter. First Commonwealth Financial Corp PA now owns 3,194 shares of the company’s stock valued at $596,000 after acquiring an additional 55 shares during the period. Wealth Dimensions Group Ltd. lifted its position in Vanguard Value ETF by 2.0% during the 3rd quarter. Wealth Dimensions Group Ltd. now owns 2,979 shares of the company’s stock valued at $556,000 after acquiring an additional 57 shares during the period. Finally, InvesTrust boosted its stake in Vanguard Value ETF by 1.1% during the third quarter. InvesTrust now owns 5,328 shares of the company’s stock worth $994,000 after acquiring an additional 60 shares in the last quarter.

Vanguard Value ETF Price Performance

NYSEARCA:VTV opened at $196.67 on Thursday. The firm has a market capitalization of $162.32 billion, a P/E ratio of 18.14 and a beta of 0.82. Vanguard Value ETF has a one year low of $150.43 and a one year high of $208.20. The company’s 50-day simple moving average is $201.29 and its 200 day simple moving average is $193.38.

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. The Index represents the value companies of the MSCI US Prime Market 750 Index. The MSCI US Prime Market 750 Index represents the universe of predominantly large-capitalization companies in the United States equity market.