Penobscot Wealth Management Invests $304,000 in Vanguard Small-Cap Value ETF $VBR

Penobscot Wealth Management acquired a new position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 1,560 shares of the company’s stock, valued at approximately $304,000.

Several other hedge funds have also recently made changes to their positions in VBR. Park Avenue Securities LLC bought a new position in shares of Vanguard Small-Cap Value ETF in the 2nd quarter worth about $78,434,000. Focus Partners Wealth raised its position in shares of Vanguard Small-Cap Value ETF by 41.5% in the 1st quarter. Focus Partners Wealth now owns 667,709 shares of the company’s stock worth $124,388,000 after acquiring an additional 195,694 shares in the last quarter. Wealthspire Advisors LLC raised its position in shares of Vanguard Small-Cap Value ETF by 106.2% in the 1st quarter. Wealthspire Advisors LLC now owns 354,264 shares of the company’s stock worth $65,996,000 after acquiring an additional 182,424 shares in the last quarter. Assetmark Inc. increased its position in Vanguard Small-Cap Value ETF by 4.4% in the 1st quarter. Assetmark Inc. now owns 4,174,765 shares of the company’s stock valued at $777,717,000 after buying an additional 176,559 shares in the last quarter. Finally, Wealth Enhancement Advisory Services LLC increased its position in Vanguard Small-Cap Value ETF by 47.0% in the 2nd quarter. Wealth Enhancement Advisory Services LLC now owns 480,301 shares of the company’s stock valued at $96,886,000 after buying an additional 153,529 shares in the last quarter.

Vanguard Small-Cap Value ETF Price Performance

Shares of Vanguard Small-Cap Value ETF stock opened at $210.17 on Monday. Vanguard Small-Cap Value ETF has a one year low of $160.23 and a one year high of $219.01. The firm has a market capitalization of $31.60 billion, a price-to-earnings ratio of 14.99 and a beta of 1.15. The business has a 50-day simple moving average of $208.37 and a 200 day simple moving average of $197.32.

About Vanguard Small-Cap Value ETF

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.