Peak Retirement Planning Inc. Grows Stock Holdings in Vanguard Value ETF $VTV

Peak Retirement Planning Inc. raised its position in shares of Vanguard Value ETF (NYSEARCA:VTV) by 14.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 32,383 shares of the company’s stock after buying an additional 4,087 shares during the period. Vanguard Value ETF comprises about 1.4% of Peak Retirement Planning Inc.’s holdings, making the stock its 15th largest holding. Peak Retirement Planning Inc.’s holdings in Vanguard Value ETF were worth $6,185,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also modified their holdings of the company. Citigroup Inc. boosted its holdings in Vanguard Value ETF by 10.7% in the third quarter. Citigroup Inc. now owns 2,486,148 shares of the company’s stock valued at $463,642,000 after purchasing an additional 239,518 shares during the period. Lebenthal Global Advisors LLC boosted its holdings in Vanguard Value ETF by 2.4% in the fourth quarter. Lebenthal Global Advisors LLC now owns 144,038 shares of the company’s stock valued at $27,510,000 after purchasing an additional 3,327 shares during the period. MA Private Wealth boosted its holdings in Vanguard Value ETF by 4.0% in the third quarter. MA Private Wealth now owns 171,502 shares of the company’s stock valued at $31,983,000 after purchasing an additional 6,518 shares during the period. Capstone Wealth Management Group LLC boosted its holdings in Vanguard Value ETF by 21.2% in the third quarter. Capstone Wealth Management Group LLC now owns 16,793 shares of the company’s stock valued at $3,132,000 after purchasing an additional 2,939 shares during the period. Finally, Earned Wealth Advisors LLC purchased a new position in Vanguard Value ETF in the fourth quarter valued at $28,365,000.

Vanguard Value ETF Trading Up 0.9%

NYSEARCA:VTV opened at $213.27 on Wednesday. The firm has a market cap of $177.96 billion, a PE ratio of 18.14 and a beta of 0.76. The stock has a fifty day moving average price of $203.73 and a 200 day moving average price of $199.03. Vanguard Value ETF has a 12-month low of $170.95 and a 12-month high of $213.49.

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. 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.