Vanguard Value ETF (NYSEARCA:VTV) Shares Bought by Forum Financial Management LP

Forum Financial Management LP grew its stake in shares of Vanguard Value ETF (NYSEARCA:VTV) by 6.1% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 5,491 shares of the company’s stock after purchasing an additional 317 shares during the quarter. Forum Financial Management LP’s holdings in Vanguard Value ETF were worth $881,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently modified their holdings of the stock. Cetera Investment Advisers increased its position in shares of Vanguard Value ETF by 179.7% during the first quarter. Cetera Investment Advisers now owns 2,185,380 shares of the company’s stock worth $355,911,000 after acquiring an additional 1,404,141 shares during the last quarter. Bank of New York Mellon Corp increased its position in shares of Vanguard Value ETF by 19.0% during the first quarter. Bank of New York Mellon Corp now owns 4,528,242 shares of the company’s stock worth $737,470,000 after acquiring an additional 722,159 shares during the last quarter. Chan Zuckerberg Initiative LLC purchased a new stake in shares of Vanguard Value ETF during the fourth quarter worth about $89,575,000. Simplicity Wealth LLC purchased a new stake in shares of Vanguard Value ETF during the first quarter worth about $91,839,000. Finally, Midland Wealth Advisors LLC purchased a new stake in shares of Vanguard Value ETF during the fourth quarter worth about $84,045,000.

Vanguard Value ETF Stock Performance

Shares of NYSEARCA VTV opened at $172.81 on Friday. Vanguard Value ETF has a 1 year low of $131.42 and a 1 year high of $172.98. The firm has a market cap of $123.25 billion, a price-to-earnings ratio of 17.44 and a beta of 0.70. The stock’s 50-day simple moving average is $164.68 and its 200-day simple moving average is $160.88.

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.