Old North State Wealth Management LLC Has $3.45 Million Stock Holdings in Vanguard Value ETF (NYSEARCA:VTV)

Old North State Wealth Management LLC reduced its stake in shares of Vanguard Value ETF (NYSEARCA:VTV) by 3.8% during the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 20,382 shares of the company’s stock after selling 796 shares during the period. Vanguard Value ETF makes up approximately 1.9% of Old North State Wealth Management LLC’s holdings, making the stock its 16th biggest holding. Old North State Wealth Management LLC’s holdings in Vanguard Value ETF were worth $3,454,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of the stock. Roble Belko & Company Inc bought a new position in shares of Vanguard Value ETF during the 4th quarter worth approximately $25,000. Christopher J. Hasenberg Inc acquired a new position in Vanguard Value ETF during the third quarter worth $26,000. SYM FINANCIAL Corp grew its position in Vanguard Value ETF by 140.3% in the fourth quarter. SYM FINANCIAL Corp now owns 161 shares of the company’s stock valued at $27,000 after purchasing an additional 94 shares in the last quarter. St. Johns Investment Management Company LLC acquired a new stake in Vanguard Value ETF in the 3rd quarter valued at $28,000. Finally, Synergy Asset Management LLC acquired a new position in shares of Vanguard Value ETF during the 4th quarter worth about $31,000.

Vanguard Value ETF Price Performance

Shares of NYSEARCA VTV opened at $176.18 on Wednesday. The business has a 50-day moving average of $174.18 and a 200-day moving average of $172.64. The stock has a market capitalization of $125.65 billion, a price-to-earnings ratio of 17.44 and a beta of 0.70. Vanguard Value ETF has a fifty-two week low of $150.24 and a fifty-two 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.