EverSource Wealth Advisors LLC Has $61.39 Million Holdings in Vanguard Value ETF $VTV

EverSource Wealth Advisors LLC grew its stake in Vanguard Value ETF (NYSEARCA:VTV) by 1.1% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 329,165 shares of the company’s stock after purchasing an additional 3,440 shares during the quarter. Vanguard Value ETF makes up approximately 2.4% of EverSource Wealth Advisors LLC’s investment portfolio, making the stock its 3rd largest holding. EverSource Wealth Advisors LLC’s holdings in Vanguard Value ETF were worth $61,386,000 as of its most recent SEC filing.

Other hedge funds also recently modified their holdings of the company. Brighton Jones LLC boosted its holdings in shares of Vanguard Value ETF by 7.9% during the fourth quarter. Brighton Jones LLC now owns 42,618 shares of the company’s stock worth $7,215,000 after acquiring an additional 3,109 shares during the period. Bison Wealth LLC lifted its holdings in Vanguard Value ETF by 10.7% during the 4th quarter. Bison Wealth LLC now owns 3,092 shares of the company’s stock worth $523,000 after purchasing an additional 298 shares during the last quarter. Millennium Management LLC bought a new stake in Vanguard Value ETF in the 1st quarter valued at $4,052,000. United Bank boosted its stake in Vanguard Value ETF by 1.8% in the 2nd quarter. United Bank now owns 21,435 shares of the company’s stock valued at $3,788,000 after purchasing an additional 381 shares during the period. Finally, First Citizens Bank & Trust Co. grew its holdings in Vanguard Value ETF by 6.8% in the 2nd quarter. First Citizens Bank & Trust Co. now owns 2,317 shares of the company’s stock valued at $410,000 after buying an additional 148 shares in the last quarter.

Vanguard Value ETF Price Performance

VTV stock 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 stock has a market capitalization of $169.39 billion, a price-to-earnings ratio of 18.14 and a beta of 0.82. The business’s fifty day moving average price is $198.35 and its two-hundred day moving average price is $190.09.

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.