GoalFusion Wealth Management LLC Has $8.28 Million Stock Position in Vanguard Value ETF $VTV

GoalFusion Wealth Management LLC boosted its holdings in Vanguard Value ETF (NYSEARCA:VTV) by 14.8% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 43,372 shares of the company’s stock after acquiring an additional 5,606 shares during the period. Vanguard Value ETF comprises about 3.8% of GoalFusion Wealth Management LLC’s investment portfolio, making the stock its 7th biggest holding. GoalFusion Wealth Management LLC’s holdings in Vanguard Value ETF were worth $8,284,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors also recently bought and sold shares of VTV. Bank of America Corp DE grew 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 purchasing an additional 5,667,887 shares during the last quarter. Jones Financial Companies Lllp lifted its holdings in shares of 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 worth $10,068,563,000 after purchasing an additional 1,684,472 shares during the last quarter. Envestnet Asset Management Inc. boosted 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 valued at $4,083,379,000 after purchasing an additional 1,103,718 shares during the period. Ameriprise Financial Inc. boosted its position in Vanguard Value ETF by 4.5% during the 3rd quarter. Ameriprise Financial Inc. now owns 11,112,521 shares of the company’s stock valued at $2,072,160,000 after purchasing an additional 479,866 shares during the period. Finally, Raymond James Financial Inc. grew its stake in Vanguard Value ETF by 6.4% during the 3rd quarter. Raymond James Financial Inc. now owns 7,922,686 shares of the company’s stock worth $1,477,502,000 after buying an additional 476,101 shares during the last quarter.

Vanguard Value ETF Price Performance

Shares of NYSEARCA VTV opened at $194.52 on Friday. Vanguard Value ETF has a 1-year low of $150.43 and a 1-year high of $208.20. The business’s fifty day moving average price is $201.58 and its two-hundred day moving average price is $192.62. The firm has a market capitalization of $160.54 billion, a PE ratio of 18.14 and a beta of 0.82.

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.