Fifth Third Securities Inc. has increased its stake in the Vanguard Russell 2000 Value ETF (NASDAQ: VTWV) by 4.9% during the first quarter of the fiscal year. This adjustment was detailed in its recent 13F filing with the Securities and Exchange Commission (SEC). The firm now holds 10,813 shares of the ETF after acquiring an additional 502 shares during the reporting period, bringing the total value of its holdings to approximately $1.44 million.
The Vanguard Russell 2000 Value ETF, which tracks U.S. small-cap value stocks, has attracted interest from several institutional investors. In the fourth quarter, Oxford Financial Group LTD. LLC established a new position valued at about $78,000. Guardian Wealth Advisors LLC, also in the same quarter, purchased a stake worth approximately $163,000.
Another significant player, Aptus Capital Advisors LLC, expanded its holdings by an impressive 1,127%, acquiring an additional 1,127 shares to bring its total ownership to 1,227 shares valued at $177,000. Similarly, Sterling Capital Management LLC raised its stake by 55.8%, now owning 1,644 shares valued at $238,000 after purchasing an additional 589 shares in the last quarter.
Additionally, Centennial Bank AR also increased its investment in the first quarter by 78.6%, now owning 1,693 shares valued at $225,000 after acquiring 745 shares.
Current Performance Metrics
As of the latest trading session, the Vanguard Russell 2000 Value ETF opened at $145.41. The fund has a market capitalization of $798.30 million, a price-to-earnings ratio of 13.86, and a beta of 1.15. Over the past year, the ETF has experienced considerable volatility, with a 52-week low of $113.94 and a high of $161.65. Its 50-day moving average price stands at $136.56, while its two-hundred-day moving average price is $137.35.
About Vanguard Russell 2000 Value ETF
The Vanguard Russell 2000 Value ETF, launched on September 20, 2010, is designed to track the Russell 2000 Value Index. This exchange-traded fund selects and weights its holdings based on price-to-book value, making it a popular choice for investors seeking exposure to small-cap value stocks in the U.S.
For those interested in the latest changes within the fund, HoldingsChannel.com provides insights into current 13F filings and insider trades related to the Vanguard Russell 2000 Value ETF. Additionally, MarketBeat.com offers a daily summary of news and analysts’ ratings for the ETF and other related companies, supporting investors in staying informed.