Kingswood Wealth Advisors LLC Trims Position in Vanguard Large-Cap ETF (NYSEARCA:VV)

Kingswood Wealth Advisors LLC lessened its holdings in shares of Vanguard Large-Cap ETF (NYSEARCA:VV) by 30.7% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,040 shares of the company’s stock after selling 461 shares during the period. Kingswood Wealth Advisors LLC’s holdings in Vanguard Large-Cap ETF were worth $250,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in VV. Disciplined Investments LLC purchased a new position in shares of Vanguard Large-Cap ETF during the 1st quarter valued at approximately $265,000. Wallace Advisory Group LLC purchased a new stake in shares of Vanguard Large-Cap ETF during the 1st quarter worth about $403,000. Riverview Trust Co grew its position in shares of Vanguard Large-Cap ETF by 2.8% during the 1st quarter. Riverview Trust Co now owns 15,118 shares of the company’s stock valued at $3,625,000 after acquiring an additional 414 shares during the period. Capital Planning LLC increased its stake in shares of Vanguard Large-Cap ETF by 8.5% in the 1st quarter. Capital Planning LLC now owns 25,570 shares of the company’s stock valued at $6,131,000 after purchasing an additional 2,011 shares in the last quarter. Finally, True North Advisors LLC raised its holdings in Vanguard Large-Cap ETF by 121.1% in the 1st quarter. True North Advisors LLC now owns 4,517 shares of the company’s stock worth $1,083,000 after purchasing an additional 2,474 shares during the period.

Vanguard Large-Cap ETF Trading Down 0.8 %

Shares of Vanguard Large-Cap ETF stock opened at $249.57 on Friday. Vanguard Large-Cap ETF has a twelve month low of $187.49 and a twelve month high of $252.53. The firm has a market capitalization of $35.88 billion, a PE ratio of 25.46 and a beta of 1.01. The firm’s 50-day moving average price is $242.09 and its 200 day moving average price is $232.88.

About Vanguard Large-Cap ETF

Vanguard Large-Cap Index Fund (the Fund) seeks to track the performance of a benchmark index that measures the investment return of large-capitalization stocks. The Fund employs a passive management investment approach designed to track the performance of the MSCI US Prime Market 750 Index, a diversified index predominantly made up of stocks of large United States companies.