SWP Financial LLC Sells 7,846 Shares of Vanguard Value ETF $VTV

SWP Financial LLC trimmed its holdings in Vanguard Value ETF (NYSEARCA:VTV) by 7.7% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 94,703 shares of the company’s stock after selling 7,846 shares during the period. Vanguard Value ETF comprises about 9.5% of SWP Financial LLC’s holdings, making the stock its 2nd largest position. SWP Financial LLC’s holdings in Vanguard Value ETF were worth $18,581,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of the stock. Webster Bank N. A. boosted its position in shares of Vanguard Value ETF by 10.5% during the first quarter. Webster Bank N. A. now owns 14,492 shares of the company’s stock valued at $2,843,000 after buying an additional 1,377 shares during the last quarter. Verde Capital Management purchased a new stake in Vanguard Value ETF in the 1st quarter valued at $318,000. High Net Worth Advisory Group LLC lifted its stake in Vanguard Value ETF by 3.0% during the 1st quarter. High Net Worth Advisory Group LLC now owns 15,166 shares of the company’s stock valued at $2,976,000 after acquiring an additional 441 shares in the last quarter. Greenbush Financial Group LLC lifted its stake in Vanguard Value ETF by 17.6% during the 1st quarter. Greenbush Financial Group LLC now owns 101,959 shares of the company’s stock valued at $20,004,000 after acquiring an additional 15,288 shares in the last quarter. Finally, Stewardship Advisors LLC purchased a new position in Vanguard Value ETF during the 1st quarter worth $269,000.

Vanguard Value ETF Price Performance

NYSEARCA VTV opened at $218.65 on Tuesday. Vanguard Value ETF has a 1 year low of $172.60 and a 1 year high of $219.93. The firm has a market cap of $182.45 billion, a price-to-earnings ratio of 18.14 and a beta of 0.75. The company has a fifty day moving average price of $209.18 and a 200-day moving average price of $201.99.

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. 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.