Aspen Wealth Strategies LLC Has $20.50 Million Stake in Vanguard Value ETF $VTV

Aspen Wealth Strategies LLC boosted its position in Vanguard Value ETF (NYSEARCA:VTV) by 5.7% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 107,349 shares of the company’s stock after purchasing an additional 5,809 shares during the quarter. Vanguard Value ETF makes up approximately 11.2% of Aspen Wealth Strategies LLC’s investment portfolio, making the stock its largest holding. Aspen Wealth Strategies LLC’s holdings in Vanguard Value ETF were worth $20,503,000 at the end of the most recent reporting period.

Other hedge funds also recently added to or reduced their stakes in the company. Bank of America Corp DE increased its holdings in shares of Vanguard Value ETF by 4.4% during the third quarter. Bank of America Corp DE now owns 133,808,505 shares of the company’s stock valued at $24,953,948,000 after acquiring an additional 5,667,887 shares in the last quarter. Jones Financial Companies Lllp increased its holdings in shares of Vanguard Value ETF by 3.2% during the third quarter. Jones Financial Companies Lllp now owns 53,966,784 shares of the company’s stock valued at $10,068,563,000 after acquiring an additional 1,684,472 shares in the last quarter. Moneta Group Investment Advisors LLC increased its holdings in shares of Vanguard Value ETF by 79.3% during the third quarter. Moneta Group Investment Advisors LLC now owns 3,229,930 shares of the company’s stock valued at $602,350,000 after acquiring an additional 1,428,525 shares in the last quarter. Vantagepoint Investment Advisers LLC increased its holdings in shares of Vanguard Value ETF by 3,088.0% during the third quarter. Vantagepoint Investment Advisers LLC now owns 1,202,519 shares of the company’s stock valued at $224,258,000 after acquiring an additional 1,164,799 shares in the last quarter. Finally, Envestnet Asset Management Inc. increased its holdings in shares of Vanguard Value ETF by 5.3% during the third quarter. Envestnet Asset Management Inc. now owns 21,895,965 shares of the company’s stock valued at $4,083,379,000 after acquiring an additional 1,103,718 shares in the last quarter.

Vanguard Value ETF Stock Up 0.6%

VTV opened at $204.10 on Friday. Vanguard Value ETF has a 52-week low of $162.50 and a 52-week high of $208.20. The company has a market cap of $170.31 billion, a P/E ratio of 18.14 and a beta of 0.77. The firm’s 50-day moving average price is $201.17 and its 200-day moving average price is $195.07.

Vanguard Value ETF Company 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.