Joel Isaacson & Co. LLC Acquires 188 Shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Joel Isaacson & Co. LLC boosted its holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 0.5% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 38,280 shares of the company’s stock after purchasing an additional 188 shares during the quarter. Joel Isaacson & Co. LLC’s holdings in Vanguard Small-Cap Value ETF were worth $7,131,000 at the end of the most recent quarter.

A number of other hedge funds have also added to or reduced their stakes in VBR. Franklin Resources Inc. lifted its position in shares of Vanguard Small-Cap Value ETF by 1.4% during the 4th quarter. Franklin Resources Inc. now owns 3,565 shares of the company’s stock valued at $707,000 after buying an additional 50 shares during the last quarter. Jackson Creek Investment Advisors LLC lifted its holdings in Vanguard Small-Cap Value ETF by 1.3% during the 4th quarter. Jackson Creek Investment Advisors LLC now owns 4,076 shares of the company’s stock worth $808,000 after purchasing an additional 53 shares in the last quarter. Sandy Spring Bank lifted its holdings in Vanguard Small-Cap Value ETF by 6.3% during the 4th quarter. Sandy Spring Bank now owns 913 shares of the company’s stock worth $181,000 after purchasing an additional 54 shares in the last quarter. Family Investment Center Inc. lifted its holdings in Vanguard Small-Cap Value ETF by 2.2% during the 1st quarter. Family Investment Center Inc. now owns 2,673 shares of the company’s stock worth $498,000 after purchasing an additional 57 shares in the last quarter. Finally, Mission Wealth Management LP lifted its holdings in Vanguard Small-Cap Value ETF by 1.3% during the 1st quarter. Mission Wealth Management LP now owns 4,585 shares of the company’s stock worth $854,000 after purchasing an additional 58 shares in the last quarter.

Vanguard Small-Cap Value ETF Stock Performance

Shares of VBR opened at $195.77 on Friday. The stock’s 50-day simple moving average is $187.96 and its 200 day simple moving average is $192.04. The stock has a market capitalization of $29.60 billion, a price-to-earnings ratio of 14.99 and a beta of 1.15. 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 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.