ETF Explainer: VTV

The events that drove the performance of the value market in 2019

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Reviewed by: Heather Bell
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Edited by: Heather Bell
Vanguard Value ETF

Each month, we look at an ETF selected by ETF.com based on its performance and importance to investors. This month, we consider the performance of the $56 billion Vanguard Value ETF (VTV), which is the largest ETF to focus on the U.S. value segment. Value underperformed the broader market in 2019. All the companies mentioned below are holdings in VTV, unless otherwise noted (*).

 

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JAN 18 Bank of America sees a sustained multiday share price boost after reporting the highest earnings in the history of the company.

APR 30 Berkshire Hathaway stock rises after the company makes an advantageous deal to invest in Occidental Petroleum as it tries to take over Anadarko Petroleum.*

MAY 9 Intel’s share price falls dramatically after the company unveils underwhelming earnings growth and revenue predictions for the three-year period, with gross margins expected to decline

AUG 5 U.S. stocks have their worst day thus far in 2019, though value stocks are not hit as hard as the technology sector and other “high flyers.”

SEP 13 JPMorgan Chase’s stock price surges to an all-time high amid a general rally in the banking sector, partially driven by a rise in Treasury yields.

DEC 13 ExxonMobil sees its price surge after a jury finds it not guilty of misleading investors about the effects of climate-changerelated rules in a case filed by the state of New York.

Source: Bloomberg. Data for 12/31/2018 to 12/31/2019.

Heather Bell is a former managing editor of etf.com. She has also held editorial positions at Dow Jones Indexes and Lehman Brothers. Bell is a graduate of Dartmouth college and resides in the Denver area with her two dogs.