EP Wealth Advisors LLC Has $1.96 Billion Position in Vanguard Value ETF $VTV

EP Wealth Advisors LLC boosted its holdings in Vanguard Value ETF (NYSEARCA:VTV) by 6.7% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 8,979,182 shares of the company’s stock after buying an additional 560,448 shares during the quarter. Vanguard Value ETF accounts for about 7.5% of EP Wealth Advisors LLC’s investment portfolio, making the stock its 4th largest position. EP Wealth Advisors LLC owned approximately 1.05% of Vanguard Value ETF worth $1,956,833,000 as of its most recent filing with the SEC.

Other hedge funds have also recently added to or reduced their stakes in the company. Knuff & Co LLC purchased a new stake in Vanguard Value ETF during the second quarter valued at about $27,000. CNB Bank purchased a new position in shares of Vanguard Value ETF in the fourth quarter worth approximately $29,000. Rexford Capital Inc. raised its holdings in shares of Vanguard Value ETF by 124.6% during the first quarter. Rexford Capital Inc. now owns 155 shares of the company’s stock valued at $30,000 after acquiring an additional 86 shares during the period. Luken Investment Analytics LLC acquired a new stake in shares of Vanguard Value ETF during the fourth quarter valued at approximately $35,000. Finally, Allied Private Wealth LLC purchased a new stake in shares of Vanguard Value ETF in the 2nd quarter valued at approximately $41,000.

Vanguard Value ETF Stock Performance

Vanguard Value ETF stock opened at $226.40 on Friday. The company has a 50 day moving average price of $220.74 and a 200 day moving average price of $210.21. Vanguard Value ETF has a 52 week low of $180.84 and a 52 week high of $228.57. The firm has a market capitalization of $193.27 billion, a price-to-earnings ratio of 18.14 and a beta of 0.75.

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. 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.