Oath Planning LLC Invests $3.06 Million in Vanguard Value ETF $VTV

Oath Planning LLC bought a new stake in Vanguard Value ETF (NYSEARCA:VTV) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 15,998 shares of the company’s stock, valued at approximately $3,055,000. Vanguard Value ETF accounts for about 3.0% of Oath Planning LLC’s portfolio, making the stock its 11th largest position.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in VTV. Brighton Jones LLC grew its stake in Vanguard Value ETF by 7.9% during the 4th quarter. Brighton Jones LLC now owns 42,618 shares of the company’s stock valued at $7,215,000 after purchasing an additional 3,109 shares during the last quarter. Bison Wealth LLC raised its stake in shares of Vanguard Value ETF by 10.7% in the fourth quarter. Bison Wealth LLC now owns 3,092 shares of the company’s stock worth $523,000 after purchasing an additional 298 shares during the last quarter. Millennium Management LLC acquired a new stake in shares of Vanguard Value ETF during the first quarter worth about $4,052,000. United Bank lifted its holdings in shares of Vanguard Value ETF by 1.8% during the second quarter. United Bank now owns 21,435 shares of the company’s stock worth $3,788,000 after purchasing an additional 381 shares during the period. Finally, Jump Financial LLC purchased a new stake in Vanguard Value ETF in the second quarter valued at approximately $1,303,000.

Vanguard Value ETF Trading Up 1.7%

Shares of NYSEARCA:VTV opened at $215.08 on Friday. Vanguard Value ETF has a twelve month low of $172.57 and a twelve month high of $215.90. The company has a market cap of $179.47 billion, a PE ratio of 18.14 and a beta of 0.75. The company’s 50 day moving average is $206.58 and its 200 day moving average is $200.57.

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. 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.