Sugarloaf Wealth Management LLC Decreases Stock Position in Vanguard Value ETF (NYSEARCA:VTV)

Sugarloaf Wealth Management LLC lowered its stake in shares of Vanguard Value ETF (NYSEARCA:VTV) by 8.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 6,111 shares of the company’s stock after selling 560 shares during the period. Sugarloaf Wealth Management LLC’s holdings in Vanguard Value ETF were worth $1,035,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently modified their holdings of the stock. NBC Securities Inc. lifted its stake in Vanguard Value ETF by 1.0% in the third quarter. NBC Securities Inc. now owns 5,946 shares of the company’s stock worth $1,038,000 after acquiring an additional 57 shares during the period. Embree Financial Group increased its stake in shares of Vanguard Value ETF by 0.7% in the 3rd quarter. Embree Financial Group now owns 8,661 shares of the company’s stock worth $1,512,000 after purchasing an additional 57 shares in the last quarter. Confluence Wealth Services Inc. boosted its holdings in Vanguard Value ETF by 1.6% in the 3rd quarter. Confluence Wealth Services Inc. now owns 3,812 shares of the company’s stock worth $665,000 after buying an additional 61 shares during the period. Sheets Smith Wealth Management lifted its holdings in shares of Vanguard Value ETF by 0.3% in the third quarter. Sheets Smith Wealth Management now owns 18,698 shares of the company’s stock worth $3,264,000 after buying an additional 61 shares in the last quarter. Finally, Shira Ridge Wealth Management boosted its stake in Vanguard Value ETF by 1.8% during the third quarter. Shira Ridge Wealth Management now owns 3,695 shares of the company’s stock worth $645,000 after buying an additional 64 shares during the period.

Vanguard Value ETF Trading Down 1.2 %

Shares of Vanguard Value ETF stock traded down $2.03 on Friday, hitting $168.13. 2,194,860 shares of the company traded hands, compared to its average volume of 2,167,464. The stock’s 50 day moving average price is $174.96 and its 200-day moving average price is $171.03. The company has a market cap of $119.91 billion, a PE ratio of 17.44 and a beta of 0.70. Vanguard Value ETF has a 52 week low of $146.67 and a 52 week high of $182.38.

Vanguard Value ETF 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.