GoalFusion Wealth Management LLC Has $7.04 Million Position in Vanguard Value ETF $VTV

GoalFusion Wealth Management LLC reduced its position in shares of Vanguard Value ETF (NYSEARCA:VTV) by 12.3% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 37,766 shares of the company’s stock after selling 5,274 shares during the period. Vanguard Value ETF accounts for approximately 3.4% of GoalFusion Wealth Management LLC’s portfolio, making the stock its 6th largest position. GoalFusion Wealth Management LLC’s holdings in Vanguard Value ETF were worth $7,043,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. Activest Wealth Management lifted its holdings in Vanguard Value ETF by 2,700.0% in the 2nd quarter. Activest Wealth Management now owns 140 shares of the company’s stock worth $25,000 after buying an additional 135 shares during the period. Kiker Wealth Management LLC bought a new position in shares of Vanguard Value ETF during the second quarter valued at approximately $28,000. Chesapeake Asset Management LLC lifted its stake in Vanguard Value ETF by 3,625.0% in the third quarter. Chesapeake Asset Management LLC now owns 149 shares of the company’s stock worth $28,000 after acquiring an additional 145 shares during the period. Legend Financial Advisors Inc. bought a new stake in Vanguard Value ETF in the second quarter valued at $31,000. Finally, Joseph Group Capital Management bought a new stake in Vanguard Value ETF in the second quarter valued at $32,000.

Vanguard Value ETF Trading Down 0.7%

Shares of NYSEARCA VTV opened at $190.99 on Friday. Vanguard Value ETF has a 12 month low of $150.43 and a 12 month high of $193.78. The firm has a market capitalization of $152.78 billion, a PE ratio of 18.14 and a beta of 0.82. The firm has a fifty day simple moving average of $188.88 and a two-hundred day simple moving average of $183.91.

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. 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.