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VTV

Vanguard Value ETF
1W: -0.0% 1M: +3.0% 3M: +1.0% YTD: +8.4% 1Y: +22.1% 3Y: +63.6% 5Y: +66.3%
$210.90
+1.88 (+0.90%)
 
Weekly Expected Move ±1.5%
$201 $204 $207 $210 $213
ETF AMEX · AUM $240.9B
ETF-Level Metrics
AUM$240.9B
Holdings309
Top 10 Wt21.0%
Beta0.74
% Profitable95%
Coverage99%
Portfolio Valuation
P/E22.3
P/B3.2
P/S2.6
EV/EBITDA16.8
P/FCF20.9
PEG1.60
Profitability & Returns
Gross Margin39.9%
Net Margin11.6%
ROE14.8%
ROA3.0%
ROIC14.3%
Div Yield2.02%
Leverage & Liquidity
Debt/Equity0.90
Debt/Assets0.18
Net Debt/EBITDA-0.3x
Interest Cov2.0x
Current Ratio1.00
Quick Ratio0.94
Growth (YoY)
Revenue+7.4%
Net Income+18.4%
EPS+18.9%
FCF+32.3%
EBITDA+13.1%
Rev CAGR 3Y+5.6%
Quality Scores
Piotroski F6.7
Altman Z13.27
IS Quality69.7
IS Overall55.3
IS Value54.5
Median P/E21.4

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Financial Services 60 22.2% 17.9
Healthcare 35 14.3% 26.9
Industrials 47 14.3% 27.7
Technology 36 12.7% 19.7
Consumer Defensive 25 9.3% 17.4
Energy 18 8.0% 27.9
Utilities 27 5.2% 21.4
Consumer Cyclical 21 4.0% 23.9
Communication Services 10 3.2% 11.8
Basic Materials 14 3.1% 19.6
Real Estate 16 2.8% 45.3
Other 3 0.4%

Smart Money Overlap

18 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
CAT Caterpillar Inc. 1.61% 4 Bullish 1 4 +0.6%
IBM International Business Machines Corporation 0.84% 4 Bullish 3 9 +5.7%
CARR Carrier Global Corporation 0.21% 4 Bullish 1 3 -6.3%
PRU Prudential Financial, Inc. 0.13% 4 Bullish 3 1 +0.8%
HBAN Huntington Bancshares Incorporated 0.13% 4 Bullish 12 1 -3.8%
BRO Brown & Brown, Inc. 0.07% 4 Bullish 1 4 +0.8%
IFF International Flavors & Fragrances Inc. 0.07% 4 Bullish 7 2 +8.8%
GPN Global Payments Inc. 0.06% 4 Bullish 3 2 +6.8%
WAT Waters Corporation 0.06% 4 Bullish 2 1 +5.5%
MU Micron Technology, Inc. 2.26% 3 Bullish 3 4 +133.4%
INTC Intel Corporation 1.46% 3 Bullish 1 1 +182.0%
ELV Elevance Health Inc. 0.32% 3 Bullish 1 2 +38.6%
EOG EOG Resources, Inc. 0.29% 3 Bullish 0 1 +25.3%
MSTR Strategy Inc 0.20% 3 Bullish 4 0 +15.7%
F Ford Motor Company 0.18% 3 Bullish 1 1 +22.9%
OXY Occidental Petroleum Corporation 0.17% 3 Bullish 1 1 +27.1%
HUM Humana Inc. 0.11% 3 Bullish 1 1 +60.1%
LYB LyondellBasell Industries N.V. 0.04% 3 Bullish 0 1 +44.8%
Showing 50 of 312 holdings · Page 1 of 7
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 JPMorgan Chase & Co JPM 3.09% $7.4B 23,584,398 14.5 $820.9B Financial Services
2 Berkshire Hathaway Inc BRK-B 2.86% $6.8B 14,427,462 14.5 $1.0T Financial Services
3 Exxon Mobil Corp XOM 2.49% $6.0B 38,621,892 25.6 $642.1B Energy
4 Micron Technology Inc MU 2.26% $5.4B 10,432,284 35.0 $846.9B Technology
5 Walmart Inc WMT 2.24% $5.4B 40,631,633 41.6 $958.7B Consumer Defensive
6 Johnson & Johnson JNJ 2.15% $5.1B 22,337,515 27.2 $564.1B Healthcare
7 Caterpillar Inc CAT 1.61% $3.8B 4,312,770 43.3 $405.3B Industrials
8 Intel Corp INTC 1.46% $3.5B 37,038,990 -191.9 $602.3B Technology
9 AbbVie Inc ABBV 1.45% $3.5B 16,389,205 105.1 $381.1B Healthcare
10 Chevron Corp CVX 1.42% $3.4B 17,570,576 34.4 $381.3B Energy
11 Procter & Gamble Co/The PG 1.33% $3.2B 21,541,066 20.9 $336.3B Consumer Defensive
12 Bank of America Corp BAC 1.32% $3.2B 58,959,397 11.9 $367.6B Financial Services
13 UnitedHealth Group Inc UNH 1.30% $3.1B 8,396,272 29.4 $352.8B Healthcare
14 Home Depot Inc/The HD 1.27% $3.0B 9,227,473 22.2 $311.8B Consumer Cyclical
15 Cisco Systems Inc CSCO 1.26% $3.0B 32,950,553 39.8 $475.6B Technology
16 Coca-Cola Co/The KO 1.05% $2.5B 31,890,836 25.6 $350.6B Consumer Defensive
17 Merck & Co Inc MRK 1.05% $2.5B 22,916,687 33.9 $302.3B Healthcare
18 Goldman Sachs Group Inc/The GS 1.01% $2.4B 2,614,301 16.8 $294.0B Financial Services
19 Philip Morris International Inc PM 1.00% $2.4B 14,428,825 26.6 $294.6B Consumer Defensive
20 Wells Fargo & Co WFC 0.98% $2.4B 28,600,885 11.2 $233.8B Financial Services
21 RTX Corp RTX 0.92% $2.2B 12,441,769 32.9 $238.4B Industrials
22 Linde PLC LIN 0.90% $2.2B 4,295,162 33.7 $239.4B Basic Materials
23 Morgan Stanley MS 0.88% $2.1B 11,038,401 17.4 $317.1B Financial Services
24 International Business Machines Corp IBM 0.84% $2.0B 8,694,611 22.2 $238.6B Technology
25 PepsiCo Inc PEP 0.84% $2.0B 12,667,423 23.5 $205.8B Consumer Defensive
26 Citigroup Inc C 0.83% $2.0B 15,469,393 13.6 $214.5B Financial Services
27 Analog Devices Inc ADI 0.76% $1.8B 4,525,167 58.4 $193.4B Technology
28 NextEra Energy Inc NEE 0.75% $1.8B 18,312,235 22.6 $184.7B Utilities
29 QUALCOMM Inc QCOM 0.74% $1.8B 9,889,448 25.6 $251.0B Technology
30 Amgen Inc AMGN 0.72% $1.7B 4,996,682 23.5 $183.1B Healthcare
31 Walt Disney Co/The DIS 0.71% $1.7B 16,419,699 16.2 $178.9B Communication Services
32 AT&T Inc T 0.71% $1.7B 64,887,963 8.3 $175.5B Communication Services
33 Verizon Communications Inc VZ 0.71% $1.7B 35,184,140 11.7 $201.9B Communication Services
34 Thermo Fisher Scientific Inc TMO 0.69% $1.6B 3,443,177 24.3 $166.6B Healthcare
35 Eaton Corp PLC ETN 0.65% $1.6B 3,600,033 38.1 $152.0B Industrials
36 Gilead Sciences Inc GILD 0.63% $1.5B 11,506,769 18.1 $166.8B Healthcare
37 Union Pacific Corp UNP 0.62% $1.5B 5,500,188 21.9 $157.9B Industrials
38 Abbott Laboratories ABT 0.61% $1.5B 16,106,610 24.3 $152.3B Healthcare
39 Applied Materials Inc AMAT 0.61% $1.5B 3,678,002 40.3 $343.0B Technology
40 American Express Co AXP 0.60% $1.4B 4,455,006 19.1 $212.7B Financial Services
41 ConocoPhillips COP 0.60% $1.4B 11,329,819 20.1 $146.8B Energy
42 Charles Schwab Corp/The SCHW 0.59% $1.4B 15,429,147 16.7 $156.8B Financial Services
43 Pfizer Inc PFE 0.59% $1.4B 52,704,085 19.7 $147.6B Healthcare
44 Deere & Co DE 0.59% $1.4B 2,378,464 29.9 $142.9B Industrials
45 Blackrock Inc BLK 0.58% $1.4B 1,297,517 26.6 $166.6B Financial Services
46 General Electric Co GE 0.56% $1.3B 4,617,652 36.3 $316.4B Industrials
47 Honeywell International Inc HON 0.53% $1.3B 5,892,029 35.3 $144.4B Industrials
48 Berkshire Hathaway Inc BRK-A 0.53% $1.3B 1,773 14.5 $1.0T Financial Services
49 Lowe's Cos Inc LOW 0.52% $1.2B 5,199,916 18.1 $120.4B Consumer Cyclical
50 Prologis Inc PLD 0.51% $1.2B 8,584,885 36.6 $136.0B Real Estate
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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms