Sax Wealth Advisors LLC Has $5.27 Million Holdings in Vanguard Value ETF (NYSEARCA:VTV)

Sax Wealth Advisors LLC trimmed its holdings in shares of Vanguard Value ETF (NYSEARCA:VTV) by 15.5% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 31,108 shares of the company’s stock after selling 5,717 shares during the period. Sax Wealth Advisors LLC’s holdings in Vanguard Value ETF were worth $5,267,000 as of its most recent SEC filing.

Several other institutional investors have also recently bought and sold shares of the business. International Assets Investment Management LLC boosted its position in Vanguard Value ETF by 170,141.6% in the 3rd quarter. International Assets Investment Management LLC now owns 20,325,139 shares of the company’s stock valued at $3,548,160,000 after buying an additional 20,313,200 shares during the last quarter. Sanctuary Advisors LLC acquired a new position in shares of Vanguard Value ETF during the second quarter valued at $183,842,000. Kovitz Investment Group Partners LLC lifted its stake in shares of Vanguard Value ETF by 3,438.5% during the third quarter. Kovitz Investment Group Partners LLC now owns 1,133,747 shares of the company’s stock valued at $194,867,000 after acquiring an additional 1,101,707 shares during the period. Retirement Investment Advisors Inc. bought a new position in Vanguard Value ETF in the second quarter valued at about $175,884,000. Finally, LPL Financial LLC increased its position in Vanguard Value ETF by 4.6% in the third quarter. LPL Financial LLC now owns 9,388,550 shares of the company’s stock worth $1,638,959,000 after purchasing an additional 412,100 shares during the period.

Vanguard Value ETF Price Performance

Shares of NYSEARCA:VTV opened at $174.68 on Friday. The stock has a market cap of $124.58 billion, a price-to-earnings ratio of 17.44 and a beta of 0.70. The company has a 50 day moving average of $174.57 and a 200-day moving average of $171.36. Vanguard Value ETF has a one year low of $146.67 and a one year 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.