Monument Group Wealth Advisors LLC Reduces Stock Holdings in Vanguard Value ETF (NYSEARCA:VTV)

Monument Group Wealth Advisors LLC decreased its holdings in shares of Vanguard Value ETF (NYSEARCA:VTV) by 0.4% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 16,667 shares of the company’s stock after selling 65 shares during the period. Vanguard Value ETF accounts for 1.7% of Monument Group Wealth Advisors LLC’s portfolio, making the stock its 6th largest position. Monument Group Wealth Advisors LLC’s holdings in Vanguard Value ETF were worth $2,910,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in the business. Strategic Financial Concepts LLC grew its position in Vanguard Value ETF by 26,320.0% during the 2nd quarter. Strategic Financial Concepts LLC now owns 2,684,011 shares of the company’s stock valued at $430,542,000 after purchasing an additional 2,673,852 shares during the last quarter. Cetera Investment Advisers lifted its stake in shares of Vanguard Value ETF by 179.7% in the first quarter. Cetera Investment Advisers now owns 2,185,380 shares of the company’s stock worth $355,911,000 after buying an additional 1,404,141 shares in the last quarter. Sanctuary Advisors LLC purchased a new stake in shares of Vanguard Value ETF during the second quarter valued at approximately $183,842,000. Retirement Investment Advisors Inc. bought a new stake in shares of Vanguard Value ETF during the second quarter valued at approximately $175,884,000. Finally, CBIZ Investment Advisory Services LLC increased its position in shares of Vanguard Value ETF by 34.1% during the second quarter. CBIZ Investment Advisory Services LLC now owns 1,885,784 shares of the company’s stock valued at $302,499,000 after acquiring an additional 479,286 shares in the last quarter.

Vanguard Value ETF Trading Up 0.1 %

VTV stock opened at $177.82 on Friday. The stock’s 50 day simple moving average is $171.89 and its 200 day simple moving average is $164.83. Vanguard Value ETF has a 12-month low of $131.42 and a 12-month high of $178.18. The stock has a market capitalization of $126.82 billion, a PE ratio of 17.44 and a beta of 0.70.

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.