Letters by company
Vanguard Value Index Fund ETF Shares
1 letter discussing VTV. Everything written about it on this site is on its ticker page.
- Sorfis Investments 2023 Annual Letter Sorfis Investments credited its concentrated Absolute Return Strategy’s exposure to Meta Platforms, bought as a full position in late 2022, with helping it keep pace with the S&P 500 during a growth-led market. The firm retained short bond durations and a value tilt, arguing that price discipline and protection from large losses matter more than matching speculative rallies. 2023 META $1.6T