Waverly Advisors LLC Buys 1,014 Shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Waverly Advisors LLC grew its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 7.7% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 14,249 shares of the company’s stock after acquiring an additional 1,014 shares during the quarter. Waverly Advisors LLC’s holdings in Vanguard Small-Cap Value ETF were worth $2,824,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Brooklyn FI LLC increased its holdings in Vanguard Small-Cap Value ETF by 6,384.8% in the 4th quarter. Brooklyn FI LLC now owns 4,400,726 shares of the company’s stock worth $903,582,000 after buying an additional 4,332,864 shares in the last quarter. Assetmark Inc. boosted its position in Vanguard Small-Cap Value ETF by 4.7% in the fourth quarter. Assetmark Inc. now owns 3,998,206 shares of the company’s stock worth $792,365,000 after purchasing an additional 180,662 shares during the last quarter. Jones Financial Companies Lllp boosted its position in Vanguard Small-Cap Value ETF by 0.8% in the fourth quarter. Jones Financial Companies Lllp now owns 2,400,592 shares of the company’s stock worth $475,749,000 after purchasing an additional 18,066 shares during the last quarter. Wells Fargo & Company MN boosted its position in Vanguard Small-Cap Value ETF by 10.8% in the fourth quarter. Wells Fargo & Company MN now owns 1,781,230 shares of the company’s stock worth $353,004,000 after purchasing an additional 173,385 shares during the last quarter. Finally, Captrust Financial Advisors boosted its position in Vanguard Small-Cap Value ETF by 9.4% in the fourth quarter. Captrust Financial Advisors now owns 1,693,990 shares of the company’s stock worth $335,715,000 after purchasing an additional 145,622 shares during the last quarter.

Vanguard Small-Cap Value ETF Stock Performance

Shares of NYSEARCA:VBR opened at $187.89 on Thursday. The stock has a market capitalization of $100.53 billion, a price-to-earnings ratio of 15.52 and a beta of 1.06. The stock’s 50-day simple moving average is $181.99 and its two-hundred day simple moving average is $195.99. Vanguard Small-Cap Value ETF has a 52-week low of $160.23 and a 52-week high of $219.01.

Vanguard Small-Cap Value ETF Company Profile

Vanguard Small-Cap Value ETF (the Fund) is an exchange-traded share class of Vanguard Small-Cap Value Index Fund, which employs a passive management or indexing investment approach designed to track the performance of the MSCI US Small Cap Value Index (the Index). The Index is a diversified index of value stocks of smaller United States companies.