Oak Hill Wealth Advisors LLC has increased its holdings in the Vanguard Value ETF (NYSEARCA: VTV) by 5.9% during the third quarter of the year, as reported in their recent Form 13F filing with the Securities and Exchange Commission. The firm now owns 232,281 shares, having acquired an additional 12,886 shares during this period. This investment represents 8.1% of Oak Hill’s total portfolio, making the Vanguard Value ETF its second largest position, valued at approximately $43,318,000.
Several other institutional investors have also adjusted their stakes in Vanguard Value ETF recently. For instance, Confluence Wealth Services Inc. increased its investment by 0.7% in the second quarter, now holding 8,663 shares valued at $1,531,000. Meanwhile, Wealth Dimensions Group Ltd. raised its stake by 2.0% in the third quarter, bringing its total to 2,979 shares valued at $556,000.
Appleton Partners Inc. MA also lifted its position in the ETF by 3.2% during the second quarter, now owning 1,920 shares worth $339,000. Similarly, Tillman Hartley LLC and Pursue Wealth Partners LLC increased their stakes by 0.6% and 4.3%, respectively, acquiring additional shares and further diversifying their portfolios.
Current Performance of Vanguard Value ETF
As of Friday, Vanguard Value ETF shares opened at $198.78. The fund has experienced a 52-week low of $150.43 and a 52-week high of $199.67. Its current 50-day moving average price stands at $191.88, while the 200-day moving average is $186.08. The ETF has a market capitalization of $164.06 billion, a price-to-earnings ratio of 18.14, and a beta of 0.82.
Vanguard Value ETF is an exchange-traded fund that follows a passive investment approach, designed to track the performance of the MSCI US Prime Market Value Index. This index comprises a diverse selection of value stocks primarily from large-cap companies in the United States.
Investors interested in the latest holdings and changes among institutional investors can refer to platforms such as HoldingsChannel.com, which provide up-to-date 13F filings and insider trading information for Vanguard Value ETF and other similar investment vehicles.
