Sims Investment Management LLC Makes New $4.46 Million Investment in Vanguard Value ETF $VTV

Sims Investment Management LLC purchased a new stake in shares of Vanguard Value ETF (NYSEARCA:VTV) in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 22,747 shares of the company’s stock, valued at approximately $4,463,000. Vanguard Value ETF accounts for 1.6% of Sims Investment Management LLC’s holdings, making the stock its 11th largest position.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Lebenthal Global Advisors LLC boosted its position in Vanguard Value ETF by 2.4% during the 4th quarter. Lebenthal Global Advisors LLC now owns 144,038 shares of the company’s stock valued at $27,510,000 after buying an additional 3,327 shares during the period. Capstone Wealth Management Group LLC increased its position in shares of 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 acquiring an additional 2,939 shares during the period. Earned Wealth Advisors LLC purchased a new position in shares of Vanguard Value ETF in the fourth quarter valued at about $28,365,000. Captrust Financial Advisors raised its stake in shares of Vanguard Value ETF by 6.2% during the third quarter. Captrust Financial Advisors now owns 6,230,066 shares of the company’s stock valued at $1,161,845,000 after acquiring an additional 364,450 shares during the last quarter. Finally, Cornerstone Wealth Advisors Inc. raised its stake in shares of Vanguard Value ETF by 1.5% during the fourth quarter. Cornerstone Wealth Advisors Inc. now owns 175,743 shares of the company’s stock valued at $33,565,000 after acquiring an additional 2,676 shares during the last quarter.

Vanguard Value ETF Trading Up 1.3%

Vanguard Value ETF stock opened at $220.49 on Friday. The firm has a market cap of $183.99 billion, a P/E ratio of 18.14 and a beta of 0.75. Vanguard Value ETF has a 1-year low of $174.35 and a 1-year high of $222.16. The firm has a 50-day moving average of $210.15 and a 200-day moving average of $202.58.

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.