ETFs

Hill Investment Group Reduces Holdings in Vanguard Value ETF

Published November 20, 2023

Hill Investment Group Partners LLC has recently trimmed its investment in Vanguard Value ETF, with the company's latest regulatory filing showing a 13.3% reduction in its ownership. The second-quarter adjustments left Hill Investment Group holding 10,503 shares in Vanguard Value ETF after the sale of 1,607 shares. This exchange-traded fund (ETF) represents 0.3% of Hill Investment Group's portfolio, ranking as its 25th largest position. Following these transactions, the value of Hill Investment Group's stake in Vanguard Value ETF was disclosed to be approximately $1,492,000.

Other Institutional Movements

Apart from Hill Investment Group, several other institutional investors and hedge funds have been adjusting their stakes in Vanguard Value ETF. In particular, Crewe Advisors LLC has doubled its holdings by 100%, acquiring an additional 90 shares for a new total of 180 shares. WFA of San Diego LLC initiated a position with 180 shares valued at $27,000. Significant growth was also observed from Allspring Global Investments Holdings LLC, which increased its share count by 521.9%, holding 199 shares after purchasing 167 additional ones. New stakes were taken by Gables Capital Management Inc. and Carmel Capital Partners LLC, with the latter increasing its holdings by 156.3%, obtaining 125 more shares for a total of 205.

Market Performance

In recent trading, the Vanguard Value ETF stock saw a slight increase of 0.2%, with a share price of $141.25 during midday. The trading volume hit 1,276,963 shares, juxtaposed with its usual average of 2,308,664. The ETF demonstrates stability with a market capitalization of $98.91 billion, a price-to-earnings ratio of 15.30, and a beta of 0.89. Over the last year, Vanguard Value ETF's shares fluctuated between a low of $130.89 and a high of $147.73, with the 50-day and 200-day moving averages at $138.13 and $140.25, respectively.

About Vanguard Value ETF

Vanguard Value ETF is an exchange-traded share class that belongs to Vanguard Value Index Fund. This fund follows a passive management strategy, specifically designed to track the performance of the MSCI US Prime Market Value Index, a diversified portfolio consisting mainly of value-stocks from large-cap U.S. companies.

investment, reduction, holdings