Beese Fulmer Investment Management Inc. Increases Stock Position in Vanguard Value ETF (NYSEARCA:VTV)

Beese Fulmer Investment Management Inc. boosted its position in shares of Vanguard Value ETF (NYSEARCA:VTV) by 4.3% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 4,849 shares of the company’s stock after buying an additional 202 shares during the quarter. Beese Fulmer Investment Management Inc.’s holdings in Vanguard Value ETF were worth $846,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Sunbelt Securities Inc. raised its position in Vanguard Value ETF by 2.1% during the first quarter. Sunbelt Securities Inc. now owns 3,503 shares of the company’s stock worth $571,000 after acquiring an additional 73 shares during the period. DGS Capital Management LLC raised its position in shares of Vanguard Value ETF by 17.9% during the 1st quarter. DGS Capital Management LLC now owns 2,931 shares of the company’s stock worth $477,000 after purchasing an additional 444 shares during the last quarter. Pasadena Private Wealth LLC lifted its stake in Vanguard Value ETF by 2.3% in the 1st quarter. Pasadena Private Wealth LLC now owns 404,633 shares of the company’s stock valued at $65,898,000 after buying an additional 9,144 shares in the last quarter. 180 Wealth Advisors LLC boosted its holdings in Vanguard Value ETF by 7.7% in the 1st quarter. 180 Wealth Advisors LLC now owns 3,615 shares of the company’s stock worth $589,000 after buying an additional 259 shares during the last quarter. Finally, Tarbox Family Office Inc. increased its stake in Vanguard Value ETF by 3.1% during the 1st quarter. Tarbox Family Office Inc. now owns 3,737 shares of the company’s stock worth $609,000 after buying an additional 113 shares in the last quarter.

Vanguard Value ETF Price Performance

NYSEARCA VTV opened at $175.46 on Thursday. The stock’s 50 day simple moving average is $172.60 and its 200-day simple moving average is $165.17. The company has a market cap of $125.14 billion, a PE ratio of 17.44 and a beta of 0.70. Vanguard Value ETF has a 1-year low of $131.42 and a 1-year high of $178.18.

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.