Congress Wealth Management LLC DE Lowers Holdings in Vanguard Russell 2000 Value ETF (NASDAQ:VTWV)

Congress Wealth Management LLC DE lowered its holdings in Vanguard Russell 2000 Value ETF (NASDAQ:VTWV) by 0.5% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 55,196 shares of the company’s stock after selling 262 shares during the quarter. Congress Wealth Management LLC DE owned 0.97% of Vanguard Russell 2000 Value ETF worth $7,982,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of VTWV. Private Trust Co. NA increased its holdings in Vanguard Russell 2000 Value ETF by 468.0% in the 3rd quarter. Private Trust Co. NA now owns 284 shares of the company’s stock valued at $42,000 after purchasing an additional 234 shares during the last quarter. Synergy Asset Management LLC acquired a new stake in shares of Vanguard Russell 2000 Value ETF in the fourth quarter valued at $52,000. Oxford Financial Group LTD. LLC purchased a new stake in shares of Vanguard Russell 2000 Value ETF in the 4th quarter valued at $78,000. Nvest Financial LLC acquired a new position in Vanguard Russell 2000 Value ETF during the 4th quarter worth about $225,000. Finally, Northwest Wealth Management LLC boosted its holdings in Vanguard Russell 2000 Value ETF by 15.2% during the 4th quarter. Northwest Wealth Management LLC now owns 1,775 shares of the company’s stock valued at $257,000 after acquiring an additional 234 shares during the period.

Vanguard Russell 2000 Value ETF Price Performance

Shares of NASDAQ:VTWV opened at $136.55 on Wednesday. The firm has a market capitalization of $774.24 million, a PE ratio of 13.23 and a beta of 1.15. Vanguard Russell 2000 Value ETF has a 1 year low of $128.09 and a 1 year high of $161.65. The firm’s 50-day moving average is $142.89 and its two-hundred day moving average is $146.81.

Vanguard Russell 2000 Value ETF Cuts Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, March 27th. Shareholders of record on Tuesday, March 25th will be issued a dividend of $0.5178 per share. The ex-dividend date of this dividend is Tuesday, March 25th. This represents a $2.07 dividend on an annualized basis and a yield of 1.52%.

Vanguard Russell 2000 Value ETF Profile

The Vanguard Russell 2000 Value ETF (VTWV) is an exchange-traded fund that is based on the Russell 2000 Value index. The fund tracks an index of US small-cap value stocks. Holdings are selected and weighted based on price-to-book-value. VTWV was launched on Sep 20, 2010 and is managed by Vanguard.