Kingswood Wealth Advisors LLC Grows Stake in Vanguard Value ETF $VTV

Kingswood Wealth Advisors LLC lifted its stake in shares of Vanguard Value ETF (NYSEARCA:VTV) by 13.1% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 50,049 shares of the company’s stock after purchasing an additional 5,787 shares during the period. Vanguard Value ETF comprises 0.7% of Kingswood Wealth Advisors LLC’s investment portfolio, making the stock its 19th biggest position. Kingswood Wealth Advisors LLC’s holdings in Vanguard Value ETF were worth $8,846,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently bought and sold shares of the business. Jones Financial Companies Lllp lifted its stake in Vanguard Value ETF by 0.4% in the 1st quarter. Jones Financial Companies Lllp now owns 54,080,352 shares of the company’s stock worth $9,238,953,000 after purchasing an additional 222,265 shares in the last quarter. Envestnet Asset Management Inc. grew its position in shares of Vanguard Value ETF by 0.5% in the first quarter. Envestnet Asset Management Inc. now owns 20,213,786 shares of the company’s stock valued at $3,491,729,000 after purchasing an additional 107,405 shares in the last quarter. Ameriprise Financial Inc. grew its position in shares of Vanguard Value ETF by 5.2% in the first quarter. Ameriprise Financial Inc. now owns 10,683,062 shares of the company’s stock valued at $1,848,259,000 after purchasing an additional 531,068 shares in the last quarter. LPL Financial LLC grew its position in shares of Vanguard Value ETF by 4.6% in the first quarter. LPL Financial LLC now owns 9,985,009 shares of the company’s stock valued at $1,724,810,000 after purchasing an additional 442,395 shares in the last quarter. Finally, Raymond James Financial Inc. grew its position in shares of Vanguard Value ETF by 0.9% in the first quarter. Raymond James Financial Inc. now owns 7,683,731 shares of the company’s stock valued at $1,327,288,000 after purchasing an additional 70,549 shares in the last quarter.

Vanguard Value ETF Price Performance

VTV stock opened at $187.33 on Tuesday. The business has a 50 day simple moving average of $182.52 and a 200-day simple moving average of $175.05. The firm has a market capitalization of $149.85 billion, a PE ratio of 18.14 and a beta of 0.89. Vanguard Value ETF has a 1 year low of $150.43 and a 1 year high of $188.43.

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.