Vanguard Value ETF $VTV is OLIO Financial Planning’s 2nd Largest Position

OLIO Financial Planning boosted its holdings in Vanguard Value ETF (NYSEARCA:VTV) by 2.8% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 325,982 shares of the company’s stock after purchasing an additional 8,855 shares during the quarter. Vanguard Value ETF makes up 17.5% of OLIO Financial Planning’s portfolio, making the stock its 2nd biggest holding. OLIO Financial Planning’s holdings in Vanguard Value ETF were worth $62,259,000 as of its most recent SEC filing.

A number of other hedge funds have also recently added to or reduced their stakes in the business. Dorato Capital Management purchased a new stake in Vanguard Value ETF in the 4th quarter valued at about $25,000. Provenance Wealth Advisors LLC purchased a new position in shares of Vanguard Value ETF during the 3rd quarter worth about $26,000. Chesapeake Asset Management LLC lifted its holdings in shares of Vanguard Value ETF by 3,625.0% during the 3rd 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. Independence Bank of Kentucky acquired a new stake in shares of Vanguard Value ETF in the fourth quarter worth approximately $29,000. Finally, Team Financial Group LLC grew its holdings in Vanguard Value ETF by 190.6% in the fourth quarter. Team Financial Group LLC now owns 186 shares of the company’s stock valued at $36,000 after purchasing an additional 122 shares during the period.

Vanguard Value ETF Stock Performance

Vanguard Value ETF stock opened at $196.99 on Monday. Vanguard Value ETF has a 1 year low of $150.43 and a 1 year high of $208.20. The firm has a 50 day moving average price of $201.24 and a 200 day moving average price of $193.62. The company has a market cap of $164.87 billion, a price-to-earnings 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.