Dakota Wealth Management Trims Holdings in Vanguard Value ETF (NYSEARCA:VTV)

by · The Cerbat Gem

Dakota Wealth Management decreased its holdings in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 17.5% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 203,856 shares of the company’s stock after selling 43,159 shares during the period. Vanguard Value ETF comprises approximately 0.8% of Dakota Wealth Management’s holdings, making the stock its 20th largest holding. Dakota Wealth Management’s holdings in Vanguard Value ETF were worth $35,587,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of VTV. Sunbelt Securities Inc. increased its stake in shares of Vanguard Value ETF by 2.1% during the first quarter. Sunbelt Securities Inc. now owns 3,503 shares of the company’s stock valued at $571,000 after buying an additional 73 shares during the period. 180 Wealth Advisors LLC increased its stake in shares of Vanguard Value ETF by 7.7% during the first quarter. 180 Wealth Advisors LLC now owns 3,615 shares of the company’s stock valued at $589,000 after buying an additional 259 shares during the period. Transform Wealth LLC purchased a new position in shares of Vanguard Value ETF during the first quarter valued at $277,000. Atlantic Union Bankshares Corp increased its stake in shares of Vanguard Value ETF by 35.8% during the first quarter. Atlantic Union Bankshares Corp now owns 3,317 shares of the company’s stock valued at $540,000 after buying an additional 874 shares during the period. Finally, Kathmere Capital Management LLC increased its stake in shares of Vanguard Value ETF by 15.3% during the first quarter. Kathmere Capital Management LLC now owns 57,958 shares of the company’s stock valued at $9,439,000 after buying an additional 7,699 shares during the period.

Vanguard Value ETF Price Performance

VTV opened at $174.86 on Friday. The business’s 50-day moving average is $172.60 and its two-hundred day moving average is $165.17. Vanguard Value ETF has a 1 year low of $131.42 and a 1 year high of $178.18. The firm has a market capitalization of $124.71 billion, a PE ratio of 17.44 and a beta of 0.70.

Vanguard Value ETF Company Profile

(Free Report)

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.

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