EP Wealth Advisors LLC Boosts Holdings in Vanguard Value ETF (NYSEARCA:VTV)

EP Wealth Advisors LLC grew its stake in shares of Vanguard Value ETF (NYSEARCA:VTV) by 1.5% in the second quarter, according to its most recent disclosure with the SEC. The fund owned 2,590,600 shares of the company’s stock after buying an additional 37,153 shares during the period. Vanguard Value ETF makes up 4.4% of EP Wealth Advisors LLC’s investment portfolio, making the stock its 2nd biggest holding. EP Wealth Advisors LLC’s holdings in Vanguard Value ETF were worth $415,558,000 as of its most recent filing with the SEC.

Several other hedge funds have also made changes to their positions in VTV. Envestnet Asset Management Inc. boosted its position in shares of Vanguard Value ETF by 2.2% during the 2nd quarter. Envestnet Asset Management Inc. now owns 20,094,536 shares of the company’s stock valued at $3,223,364,000 after acquiring an additional 432,353 shares in the last quarter. LPL Financial LLC lifted its position in shares of Vanguard Value ETF by 3.9% during the 2nd quarter. LPL Financial LLC now owns 8,976,450 shares of the company’s stock worth $1,439,912,000 after buying an additional 334,057 shares during the period. TIAA Trust National Association boosted its stake in Vanguard Value ETF by 4.4% in the 2nd quarter. TIAA Trust National Association now owns 5,973,114 shares of the company’s stock valued at $958,146,000 after buying an additional 249,558 shares in the last quarter. Mill Creek Capital Advisors LLC raised its stake in Vanguard Value ETF by 1.1% during the second quarter. Mill Creek Capital Advisors LLC now owns 5,348,425 shares of the company’s stock worth $857,941,000 after acquiring an additional 56,568 shares in the last quarter. Finally, Captrust Financial Advisors boosted its stake in shares of Vanguard Value ETF by 3.8% in the 1st quarter. Captrust Financial Advisors now owns 5,002,066 shares of the company’s stock valued at $814,637,000 after purchasing an additional 180,857 shares in the last quarter.

Vanguard Value ETF Trading Up 0.3 %

NYSEARCA VTV opened at $173.95 on Monday. Vanguard Value ETF has a 1-year low of $131.42 and a 1-year high of $174.92. The company has a 50 day moving average of $168.62 and a 200-day moving average of $163.33. The firm has a market cap of $124.06 billion, a price-to-earnings ratio of 17.44 and a beta of 0.70.

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.