Whitaker Myers Wealth Managers LTD. raised its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 7.7% in the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 100,778 shares of the company’s stock after acquiring an additional 7,230 shares during the period. Vanguard Small-Cap Value ETF makes up 4.6% of Whitaker Myers Wealth Managers LTD.’s holdings, making the stock its 7th largest position. Whitaker Myers Wealth Managers LTD.’s holdings in Vanguard Small-Cap Value ETF were worth $21,033,000 as of its most recent SEC filing.
Several other hedge funds and other institutional investors have also made changes to their positions in VBR. Park Avenue Securities LLC bought a new stake in Vanguard Small-Cap Value ETF in the second quarter valued at about $78,434,000. Osaic Holdings Inc. grew its position in shares of Vanguard Small-Cap Value ETF by 67.1% during the 2nd quarter. Osaic Holdings Inc. now owns 812,288 shares of the company’s stock worth $156,323,000 after buying an additional 326,129 shares during the period. Corient Private Wealth LLC grew its position in shares of Vanguard Small-Cap Value ETF by 128.8% during the 2nd quarter. Corient Private Wealth LLC now owns 505,618 shares of the company’s stock worth $98,654,000 after buying an additional 284,655 shares during the period. Focus Partners Wealth increased its stake 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 valued at $124,388,000 after acquiring an additional 195,694 shares during the last quarter. Finally, Assetmark Inc. raised its position in shares of Vanguard Small-Cap Value ETF by 4.4% in the 2nd quarter. Assetmark Inc. now owns 4,360,477 shares of the company’s stock valued at $850,337,000 after acquiring an additional 185,712 shares during the period.
Vanguard Small-Cap Value ETF Price Performance
Vanguard Small-Cap Value ETF stock opened at $215.30 on Friday. The firm has a market capitalization of $32.37 billion, a price-to-earnings ratio of 14.99 and a beta of 1.05. The company’s 50 day simple moving average is $209.53 and its 200 day simple moving average is $205.19. Vanguard Small-Cap Value ETF has a fifty-two week low of $160.23 and a fifty-two week high of $218.90.
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. The Fund attempts to replicate the target Index by investing all, or substantially all, of its assets in the stocks that make up the Index, holding each stock in approximately the same proportion as its weighting in the Index.
Further Reading
- Five stocks we like better than Vanguard Small-Cap Value ETF
- Washington prepares for war
- Turn your “dead money” into $306+ monthly (starting this month)
- $100 Trillion “AI Metal” Found in American Ghost Town
- Put $1,000 into this stock by Jan 1 [Not NVDA]
- Terrifying reason Trump killed the U.S. penny?
Want to see what other hedge funds are holding VBR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report).
Receive News & Ratings for Vanguard Small-Cap Value ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Vanguard Small-Cap Value ETF and related companies with MarketBeat.com's FREE daily email newsletter.
