Compound Planning Inc. Raises Stock Holdings in Vanguard Value ETF $VTV

Compound Planning Inc. grew its position in Vanguard Value ETF (NYSEARCA:VTV) by 3.2% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 135,200 shares of the company’s stock after acquiring an additional 4,202 shares during the quarter. Vanguard Value ETF comprises approximately 0.8% of Compound Planning Inc.’s portfolio, making the stock its 27th biggest position. Compound Planning Inc.’s holdings in Vanguard Value ETF were worth $25,213,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also made changes to their positions in the company. Bank of America Corp DE raised its stake in Vanguard Value ETF by 3.1% during the 2nd quarter. Bank of America Corp DE now owns 128,140,618 shares of the company’s stock valued at $22,647,573,000 after acquiring an additional 3,837,576 shares during the last quarter. Jones Financial Companies Lllp increased its stake in Vanguard Value ETF by 3.2% in the 3rd quarter. Jones Financial Companies Lllp now owns 53,966,784 shares of the company’s stock valued at $10,068,563,000 after buying an additional 1,684,472 shares during the period. Envestnet Asset Management Inc. raised its position in Vanguard Value ETF by 5.3% during the 3rd quarter. Envestnet Asset Management Inc. now owns 21,895,965 shares of the company’s stock worth $4,083,379,000 after buying an additional 1,103,718 shares during the last quarter. TIAA Trust National Association raised its position in Vanguard Value ETF by 0.6% during the 2nd quarter. TIAA Trust National Association now owns 6,541,318 shares of the company’s stock worth $1,156,112,000 after buying an additional 42,087 shares during the last quarter. Finally, Captrust Financial Advisors lifted its stake in shares of Vanguard Value ETF by 3.9% in the 2nd quarter. Captrust Financial Advisors now owns 5,865,616 shares of the company’s stock worth $1,036,689,000 after acquiring an additional 220,861 shares during the period.

Vanguard Value ETF Stock Down 0.8%

Shares of NYSEARCA:VTV opened at $205.24 on Tuesday. Vanguard Value ETF has a fifty-two week low of $150.43 and a fifty-two week high of $208.20. The firm’s 50-day simple moving average is $198.35 and its 200-day simple moving average is $190.09. The company has a market cap of $169.39 billion, a price-to-earnings ratio of 18.14 and a beta of 0.82.

About Vanguard Value ETF

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.