Monterey Private Wealth Inc. Sells 317 Shares of Vanguard Value ETF (NYSEARCA:VTV)

Monterey Private Wealth Inc. lessened its holdings in Vanguard Value ETF (NYSEARCA:VTV) by 6.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,894 shares of the company’s stock after selling 317 shares during the quarter. Monterey Private Wealth Inc.’s holdings in Vanguard Value ETF were worth $829,000 at the end of the most recent reporting period.

Several other hedge funds have also added to or reduced their stakes in the business. Transform Wealth LLC lifted its holdings in Vanguard Value ETF by 94.8% during the 4th quarter. Transform Wealth LLC now owns 3,026 shares of the company’s stock worth $512,000 after buying an additional 1,473 shares during the period. First United Bank & Trust raised its position in shares of Vanguard Value ETF by 0.3% during the fourth quarter. First United Bank & Trust now owns 79,128 shares of the company’s stock worth $13,396,000 after acquiring an additional 258 shares during the last quarter. Charles Schwab Trust Co acquired a new position in shares of Vanguard Value ETF in the fourth quarter worth approximately $204,000. Kiley Juergens Wealth Management LLC boosted its holdings in Vanguard Value ETF by 3.4% in the fourth quarter. Kiley Juergens Wealth Management LLC now owns 26,304 shares of the company’s stock valued at $4,453,000 after acquiring an additional 870 shares during the last quarter. Finally, American Asset Management Inc. bought a new stake in Vanguard Value ETF in the fourth quarter valued at approximately $203,000.

Vanguard Value ETF Stock Performance

Vanguard Value ETF stock opened at $174.68 on Tuesday. The firm has a market cap of $124.58 billion, a price-to-earnings ratio of 17.44 and a beta of 0.70. Vanguard Value ETF has a 52-week low of $146.67 and a 52-week high of $182.38. The firm has a 50 day moving average price of $174.40 and a two-hundred day moving average price of $171.72.

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.