Baker Tilly Wealth Management LLC Makes New $5.98 Million Investment in Vanguard Value ETF (NYSEARCA:VTV)

Baker Tilly Wealth Management LLC bought a new position in shares of Vanguard Value ETF (NYSEARCA:VTV) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 35,318 shares of the company’s stock, valued at approximately $5,979,000. Vanguard Value ETF comprises about 2.3% of Baker Tilly Wealth Management LLC’s portfolio, making the stock its 7th biggest holding.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in VTV. NBC Securities Inc. grew its holdings in Vanguard Value ETF by 1.0% during 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 position in Vanguard Value ETF by 0.7% during the third quarter. Embree Financial Group now owns 8,661 shares of the company’s stock worth $1,512,000 after purchasing an additional 57 shares during the last quarter. Confluence Wealth Services Inc. raised its position in shares of 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 grew its stake in Vanguard Value ETF by 0.3% during 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 during the period. Finally, Shira Ridge Wealth Management boosted its position in Vanguard Value ETF by 1.8% during the 3rd quarter. Shira Ridge Wealth Management now owns 3,695 shares of the company’s stock worth $645,000 after purchasing an additional 64 shares during the period.

Vanguard Value ETF Stock Performance

Shares of VTV stock traded down $1.80 during mid-day trading on Friday, reaching $168.36. 734,280 shares of the company were exchanged, compared to its average volume of 1,910,640. The company has a market capitalization of $120.07 billion, a P/E ratio of 17.44 and a beta of 0.70. The business’s 50 day simple moving average is $174.96 and its 200 day simple moving average is $171.03. Vanguard Value ETF has a fifty-two week low of $146.67 and a fifty-two week high of $182.38.

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.