Narus Financial Partners LLC Increases Holdings in Vanguard Value ETF

Narus Financial Partners LLC has increased its ownership in the Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 7.5% during the third quarter of the year. This information comes from the firm’s latest Form 13F filing with the SEC. Following this increase, Narus Financial Partners now holds a total of 13,596 shares in the ETF after adding 949 shares during this quarter.

The Vanguard Value ETF constitutes about 0.9% of Narus Financial Partners LLC's portfolio, ranking it as their 20th largest investment. At the end of the most recent reporting period, these shares were valued at approximately $2,374,000.

Several other institutional investors and hedge funds have also adjusted their stakes in the Vanguard Value ETF. For instance, Christopher J. Hasenberg Inc acquired a new position during the third quarter, valued at $26,000. Additionally, Innealta Capital LLC and Optimum Investment Advisors both initiated new investments in the second quarter, each worth $28,000. Meanwhile, Eagle Bay Advisors LLC acquired shares in the first quarter, which were valued at $30,000. MeadowBrook Investment Advisors LLC also increased its stake by 111.1% in the second quarter, bringing their total ownership to 190 shares, valued at $30,000, after purchasing an additional 100 shares during that time.

Recent Performance of Vanguard Value ETF

As of Monday, the Vanguard Value ETF is trading at $177.82. Over the past year, its price has fluctuated between a low of $131.42 and a high of $178.18. The ETF has a market capitalization of approximately $126.82 billion, with a price-to-earnings ratio of 17.44 and a beta value of 0.70. Its 50-day simple moving average stands at $171.89, while the 200-day simple moving average is $164.88.

Overview of Vanguard Value ETF

The Vanguard Value ETF is an exchange-traded fund that belongs to the Vanguard Value Index Fund. It follows a passive management or indexing investment strategy aimed at tracking the performance of the MSCI US Prime Market Value Index, which is a diversified index focused on value stocks from primarily large U.S. companies.

Narus, Vanguard, ETF