Foundations Investment Advisors LLC Reduces Holdings in Vanguard Value ETF

Foundations Investment Advisors LLC has decreased its investment in the Vanguard Value ETF (NYSEARCA:VTV) by 13.9% in the third quarter. This reduction was detailed in the company’s recent Form 13F filed with the Securities and Exchange Commission (SEC). Following the sale of 4,080 shares during this period, Foundations now holds a total of 25,214 shares of the ETF. The total value of these shares amounts to $4,402,000, based on the latest SEC filing.

In addition to Foundations Investment Advisors LLC, other institutional investors have also made changes to their positions in Vanguard Value ETF. For instance, Christopher J. Hasenberg Inc acquired a new stake in the ETF during the third quarter, investing $26,000. Similarly, Optimum Investment Advisors and Innealta Capital LLC each bought new stakes in the second quarter, investing $28,000. Eagle Bay Advisors LLC entered the market in the first quarter with an investment of $30,000. Furthermore, MeadowBrook Investment Advisors LLC significantly increased its holdings in the second quarter by 111.1%, now owning 190 shares worth approximately $30,000, following the acquisition of an additional 100 shares in the last quarter.

Vanguard Value ETF Performance

On Wednesday, Vanguard Value ETF was trading at $175.84, reflecting a slight decrease of 0.2%. Over the past twelve months, the ETF achieved a low of $131.42 and reached a high of $178.18. It boasts a market capitalization of $125.41 billion and has a price-to-earnings (P/E) ratio of 17.44. The ETF has a beta of 0.70, indicating lower volatility compared to the overall market. Currently, its fifty-day moving average price stands at $172.39, while the 200-day moving average is $165.10.

Understanding Vanguard Value ETF

Vanguard Value ETF is an exchange-traded fund that is part of the Vanguard Value Index Fund. The fund uses a passive management strategy, aiming to replicate the performance of the MSCI US Prime Market Value Index. This index comprises a diverse range of value stocks primarily from large U.S. companies.

Additional Insights

For those interested in the latest updates about Vanguard Value ETF and similar investment opportunities, it is advisable to track recent 13F filings and insider trading activities. This information provides insightful perspectives on how hedge funds and institutional investors are positioning themselves with respect to VTV.

Investment, Vanguard, ETF