Country Club Bank Increases Holdings in Vanguard Russell 1000 Value

Country Club Bank has expanded its investment in the Vanguard Russell 1000 Value ETF (NASDAQ:VONV) by 28.2% during the fourth quarter, as reported in its latest Form 13F filing with the SEC. After acquiring an additional 24,765 shares during this period, the bank now holds a total of 112,627 shares. This investment accounts for 0.09% of Vanguard Russell 1000 Value, valued at approximately $9,133,000 at the end of the most recent reporting cycle.

In addition to Country Club Bank, several other institutional investors and hedge funds have modified their positions in Vanguard Russell 1000 Value. For instance, M3 Advisory Group LLC increased its stake by 0.6% during the fourth quarter, bringing its total ownership to 19,445 shares worth about $1,580,000 after adding 125 shares. Roffman Miller Associates Inc. PA also boosted its holdings by 0.9% in the third quarter, acquiring an additional 129 shares for a total of 14,377 shares valued at $1,198,000.

Golden Road Advisors LLC raised its holdings in Vanguard Russell 1000 Value by 0.3%, achieving a total of 52,316 shares worth around $4,359,000 after buying 145 more shares. Guardian Wealth Management Inc. made a significant 39.3% increase in the third quarter, owning 560 shares valued at $47,000 after purchasing 158 additional shares. Lastly, Quotient Wealth Partners LLC lifted its position by 3.8%, now having 4,422 shares valued at $368,000 after adding 162 shares.

Performance of Vanguard Russell 1000 Value

The stock price for Vanguard Russell 1000 Value opened at $84.78 on Wednesday. Its 50-day simple moving average stands at $83.75, while the 200-day average is at $82.78. The ETF has a market capitalization of $10.36 billion, a price-to-earnings ratio of 17.49, and a beta of 0.95. Over the past year, Vanguard Russell 1000 Value has recorded a low of $72.12 and a high of $87.97.

Dividend Announcement by Vanguard Russell 1000 Value

The ETF has recently declared a dividend, which was distributed on Thursday, December 26. Shareholders who were on record by Monday, December 23, received a dividend of $0.437. The ex-dividend date was also Monday, December 23.

About Vanguard Russell 1000 Value

The Vanguard Russell 1000 Value ETF (VONV) is an exchange-traded fund that aims to replicate the performance of the Russell 1000 Value Index. This fund focuses on value stocks selected from the largest 1,000 companies in the U.S. It was introduced on September 20, 2010, and is managed by Vanguard.

Conclusion and Investment Insight

Before making an investment in Vanguard Russell 1000 Value, it is essential to conduct thorough research and consider market conditions. Analysts have noted that while the ETF currently holds a "Hold" rating, there are other stocks that are being recommended as potentially stronger investment opportunities.

investment, ETF, VONV