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VTV

Vanguard Value ETF
1W: -1.4% 1M: -5.6% 3M: +1.9% YTD: +0.9% 1Y: +13.8% 3Y: +55.5% 5Y: +65.2%
$194.52
-1.95 (-0.99%)
After Hours: $196.50 (+1.98, +1.02%)
ETF AMEX · AUM $235.8B
ETF-Level Metrics
AUM$235.8B
Holdings312
Top 10 Wt20.8%
Beta0.76
% Profitable93%
Coverage99%
Portfolio Valuation
P/E20.4
P/B2.9
P/S2.4
EV/EBITDA14.1
P/FCF21.6
PEG2.30
Profitability & Returns
Gross Margin37.1%
Net Margin11.6%
ROE14.5%
ROA2.9%
ROIC13.9%
Div Yield2.14%
Leverage & Liquidity
Debt/Equity0.92
Debt/Assets0.18
Net Debt/EBITDA-0.4x
Interest Cov1.9x
Current Ratio0.99
Quick Ratio0.93
Growth (YoY)
Revenue+5.3%
Net Income+16.9%
EPS+18.0%
FCF+31.7%
EBITDA+13.2%
Rev CAGR 3Y+5.9%
Quality Scores
Piotroski F6.4
Altman Z3.10
IS Quality67.5
IS Overall54.7
IS Value53.6
Median P/E21.1

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Financial Services 57 21.6% 4.7
Healthcare 35 15.5% 25.4
Industrials 49 14.6% 27.5
Technology 38 10.8% -6.1
Consumer Defensive 25 9.9% 18.6
Energy 18 7.5% 21.9
Utilities 27 5.2% 22.9
Consumer Cyclical 20 4.5% 25.6
Communication Services 12 3.5% 23.9
Basic Materials 13 3.2% -3.8
Real Estate 18 2.7% 49.5
Other 3 0.5%

Smart Money Overlap

56 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
JNJ Johnson & Johnson 2.33% 4 Bullish 12 2 -2.7%
WMT Walmart Inc. 2.18% 4 Bullish 21 3 -1.1%
MU Micron Technology, Inc. 1.80% 4 Bullish 3 3 +1.2%
MRK Merck & Co., Inc. 1.19% 4 Bullish 11 2 -3.5%
CSCO Cisco Systems, Inc. 1.10% 4 Bullish 5 6 -1.6%
RTX RTX Corporation 1.06% 4 Bullish 18 3 +1.2%
UNH UnitedHealth Group Incorporated 1.03% 4 Bullish 7 7 -2.0%
LIN Linde plc 0.92% 4 Bullish 10 3 +1.2%
IBM International Business Machines Corporation 0.87% 4 Bullish 10 8 +1.0%
T AT&T Inc. 0.77% 4 Bullish 29 5 +1.2%
DIS The Walt Disney Company 0.74% 4 Bullish 28 3 +0.1%
INTC Intel Corporation 0.72% 4 Bullish 2 3 -3.8%
DE Deere & Company 0.63% 4 Bullish 10 3 +19.5%
SCHW The Charles Schwab Corporation 0.62% 4 Bullish 13 3 -0.9%
PFE Pfizer Inc. 0.61% 4 Bullish 11 1 +1.5%
UNP Union Pacific Corporation 0.61% 4 Bullish 37 3 -6.2%
ETN Eaton Corporation plc 0.57% 4 Bullish 10 12 -4.2%
COP ConocoPhillips 0.54% 4 Bullish 1 3 +18.9%
CB Chubb Limited 0.47% 4 Bullish 4 2 -5.6%
CME CME Group Inc. 0.45% 4 Bullish 13 1 -1.3%
Showing 50 of 315 holdings · Page 1 of 7
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 Berkshire Hathaway Inc BRK-B 3.07% $7.4B 14,561,841 15.5 $1.0T Financial Services
2 JPMorgan Chase & Co JPM 2.98% $7.1B 23,803,392 14.0 $772.9B Financial Services
3 Exxon Mobil Corp XOM 2.50% $6.0B 39,286,015 24.0 $665.6B Energy
4 Johnson & Johnson JNJ 2.33% $5.6B 22,438,074 21.3 $567.2B Healthcare
5 Walmart Inc WMT 2.18% $5.2B 40,845,772 43.3 $948.9B Consumer Defensive
6 Micron Technology Inc MU 1.80% $4.3B 10,483,095 19.7 $476.0B Technology
7 AbbVie Inc ABBV 1.59% $3.8B 16,463,191 86.4 $362.6B Healthcare
8 Procter & Gamble Co/The PG 1.52% $3.6B 21,768,593 21.3 $337.5B Consumer Defensive
9 Home Depot Inc/The HD 1.47% $3.5B 9,271,466 22.5 $319.3B Consumer Cyclical
10 Chevron Corp CVX 1.39% $3.3B 17,823,365 32.6 $403.4B Energy
11 Caterpillar Inc CAT 1.35% $3.2B 4,358,691 35.8 $318.6B Industrials
12 Bank of America Corp BAC 1.21% $2.9B 58,374,694 11.4 $344.4B Financial Services
13 Merck & Co Inc MRK 1.19% $2.9B 23,114,949 15.6 $282.3B Healthcare
14 Philip Morris International Inc PM 1.13% $2.7B 14,498,773 22.4 $253.9B Consumer Defensive
15 Cisco Systems Inc CSCO 1.10% $2.6B 33,117,982 27.7 $306.8B Technology
16 Coca-Cola Co/The KO 1.09% $2.6B 32,050,020 24.5 $321.5B Consumer Defensive
17 RTX Corp RTX 1.06% $2.5B 12,487,975 39.6 $266.0B Industrials
18 UnitedHealth Group Inc UNH 1.03% $2.5B 8,436,673 20.8 $250.1B Healthcare
19 Wells Fargo & Co WFC 0.99% $2.4B 29,235,631 11.6 $243.9B Financial Services
20 Goldman Sachs Group Inc/The GS 0.95% $2.3B 2,657,655 14.8 $244.1B Financial Services
21 Linde PLC LIN 0.92% $2.2B 4,349,634 32.8 $226.2B Basic Materials
22 PepsiCo Inc PEP 0.90% $2.2B 12,735,572 24.9 $205.2B Consumer Defensive
23 International Business Machines Corp IBM 0.87% $2.1B 8,706,496 21.4 $226.8B Technology
24 Amgen Inc AMGN 0.81% $1.9B 5,015,743 24.3 $187.5B Healthcare
25 Abbott Laboratories ABT 0.79% $1.9B 16,197,024 28.3 $183.4B Healthcare
26 Morgan Stanley MS 0.77% $1.8B 11,109,882 15.0 $256.4B Financial Services
27 AT&T Inc T 0.77% $1.8B 66,036,609 9.3 $200.9B Communication Services
28 Thermo Fisher Scientific Inc TMO 0.76% $1.8B 3,499,850 26.6 $176.2B Healthcare
29 Verizon Communications Inc VZ 0.74% $1.8B 35,348,832 12.3 $210.8B Communication Services
30 Walt Disney Co/The DIS 0.74% $1.8B 16,636,356 14.5 $176.5B Communication Services
31 Citigroup Inc C 0.72% $1.7B 15,706,389 14.0 $191.6B Financial Services
32 NextEra Energy Inc NEE 0.72% $1.7B 18,399,188 27.4 $186.5B Utilities
33 Intel Corp INTC 0.72% $1.7B 37,768,099 -797.9 $219.1B Technology
34 Gilead Sciences Inc GILD 0.72% $1.7B 11,557,243 20.0 $170.3B Healthcare
35 Analog Devices Inc ADI 0.68% $1.6B 4,561,366 55.9 $151.1B Technology
36 General Electric Co GE 0.67% $1.6B 4,670,079 35.2 $302.5B Industrials
37 Deere & Co DE 0.63% $1.5B 2,392,459 31.4 $151.2B Industrials
38 Charles Schwab Corp/The SCHW 0.62% $1.5B 15,732,984 18.9 $168.2B Financial Services
39 Pfizer Inc PFE 0.61% $1.5B 52,970,131 19.7 $153.4B Healthcare
40 Union Pacific Corp UNP 0.61% $1.5B 5,526,652 19.5 $139.4B Industrials
41 Honeywell International Inc HON 0.60% $1.4B 5,916,795 27.4 $140.8B Industrials
42 QUALCOMM Inc QCOM 0.59% $1.4B 9,977,655 25.9 $138.7B Technology
43 Lockheed Martin Corp LMT 0.59% $1.4B 2,155,822 28.9 $145.2B Industrials
44 American Express Co AXP 0.58% $1.4B 4,492,740 18.7 $203.3B Financial Services
45 Blackrock Inc BLK 0.58% $1.4B 1,301,222 26.8 $149.0B Financial Services
46 Lowe's Cos Inc LOW 0.58% $1.4B 5,226,717 18.9 $126.1B Consumer Cyclical
47 Applied Materials Inc AMAT 0.58% $1.4B 3,710,816 36.1 $283.4B Technology
48 Eaton Corp PLC ETN 0.57% $1.4B 3,618,729 33.9 $138.4B Industrials
49 Berkshire Hathaway Inc BRK-A 0.56% $1.3B 1,773 15.5 $1.0T Financial Services
50 Newmont Corp NEM 0.55% $1.3B 10,169,179 15.0 $104.5B Basic Materials
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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms