ETFs

Foundations Investment Advisors LLC Reduces Stake in Vanguard Value ETF

Published October 23, 2024

Foundations Investment Advisors LLC has decreased its investment in the Vanguard Value ETF (NYSEARCA:VTV) by 13.9% during the third quarter of the year. This information was disclosed in their latest Form 13F filing submitted to the Securities and Exchange Commission. Following the sale of 4,080 shares, the fund now holds a total of 25,214 shares of the ETF. As per the most recent SEC filing, Foundations Investment Advisors LLC's investment in the Vanguard Value ETF is valued at approximately $4,402,000.

In addition to Foundations Investment Advisors, several other institutional investors have made changes to their stakes in Vanguard Value ETF recently. Christopher J. Hasenberg Inc. bought a new investment in the ETF during the third quarter, amounting to $26,000. Similarly, Optimum Investment Advisors and Innealta Capital LLC both acquired new stakes in the second quarter, each valued at around $28,000. Eagle Bay Advisors LLC initiated a new stake in the first quarter worth $30,000. Additionally, MeadowBrook Investment Advisors LLC significantly increased its investment in the second quarter, growing its stake by 111.1%. They now own 190 shares worth approximately $30,000 after acquiring an additional 100 shares in the previous quarter.

Vanguard Value ETF Market Performance

As of Wednesday, the Vanguard Value ETF was trading at $175.84, down by 0.2%. The ETF has experienced fluctuations in its price over the past year, reaching a low of $131.42 and a high of $178.18. The market capitalization of Vanguard Value ETF stands at $125.41 billion, with a price-to-earnings (P/E) ratio of 17.44 and a beta of 0.70, which indicates a measure of risk relative to the broader market. The stock's fifty-day moving average price is $172.39, while its two-hundred-day moving average price is $165.10.

About Vanguard Value ETF

The Vanguard Value ETF is an exchange-traded fund that belongs to the Vanguard Value Index Fund. It follows a passive investment strategy aimed at tracking the performance of the MSCI US Prime Market Value Index, which is a diversified index consisting mainly of large-value stocks in the United States.

Additional Information

For those interested in tracking institutional investor activity, it's worth noting that various hedge funds and investment firms continuously update their holdings in the Vanguard Value ETF. To stay informed on the latest developments, you can explore the latest 13F filings and insider trades associated with the Vanguard Value ETF.

investment, ETF, Vanguard