SRS Capital Advisors Inc. Lowers Stock Position in Vanguard Value ETF (NYSEARCA:VTV)

SRS Capital Advisors Inc. trimmed its holdings in shares of Vanguard Value ETF (NYSEARCA:VTV) by 0.5% in the second quarter, according to its most recent filing with the SEC. The firm owned 217,266 shares of the company’s stock after selling 1,166 shares during the period. Vanguard Value ETF makes up about 3.4% of SRS Capital Advisors Inc.’s investment portfolio, making the stock its 4th biggest position. SRS Capital Advisors Inc.’s holdings in Vanguard Value ETF were worth $34,852,000 at the end of the most recent quarter.

Several other institutional investors have also made changes to their positions in VTV. Facet Wealth Inc. boosted its holdings in Vanguard Value ETF by 16.2% during the fourth quarter. Facet Wealth Inc. now owns 1,604,624 shares of the company’s stock valued at $243,839,000 after purchasing an additional 223,940 shares in the last quarter. Soundwatch Capital LLC acquired a new position in Vanguard Value ETF during the fourth quarter worth $119,000. Oarsman Capital Inc. lifted its holdings in shares of Vanguard Value ETF by 20.0% during the fourth quarter. Oarsman Capital Inc. now owns 101,130 shares of the company’s stock valued at $15,119,000 after acquiring an additional 16,827 shares during the period. Paragon Private Wealth Management LLC boosted its stake in shares of Vanguard Value ETF by 14.9% in the 4th quarter. Paragon Private Wealth Management LLC now owns 9,551 shares of the company’s stock valued at $1,428,000 after purchasing an additional 1,235 shares in the last quarter. Finally, Vawter Financial Ltd. grew its holdings in shares of Vanguard Value ETF by 5.7% in the 4th quarter. Vawter Financial Ltd. now owns 5,830 shares of the company’s stock worth $872,000 after purchasing an additional 316 shares during the last quarter.

Vanguard Value ETF Trading Down 1.3 %

Shares of Vanguard Value ETF stock traded down $2.17 during mid-day trading on Friday, reaching $167.42. 2,549,154 shares of the stock were exchanged, compared to its average volume of 2,061,807. The company has a market cap of $119.40 billion, a price-to-earnings ratio of 17.44 and a beta of 0.70. Vanguard Value ETF has a fifty-two week low of $131.42 and a fifty-two week high of $172.98. The firm has a 50-day simple moving average of $165.81 and a 200 day simple moving average of $161.62.

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.