Harbor Investment Advisory LLC lifted its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 36.2% in the 1st quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 10,214 shares of the company’s stock after acquiring an additional 2,715 shares during the period. Harbor Investment Advisory LLC’s holdings in Vanguard Small-Cap Value ETF were worth $2,219,000 as of its most recent SEC filing.
Other large investors have also recently made changes to their positions in the company. Kohmann Bosshard Financial Services LLC increased its holdings in shares of Vanguard Small-Cap Value ETF by 7.4% during the first quarter. Kohmann Bosshard Financial Services LLC now owns 50,637 shares of the company’s stock valued at $11,012,000 after acquiring an additional 3,500 shares in the last quarter. Inman Jager Wealth Management LLC bought a new stake in Vanguard Small-Cap Value ETF during the 1st quarter valued at about $204,000. Greenhouse Wealth Management LLC increased its stake in Vanguard Small-Cap Value ETF by 0.4% during the 1st quarter. Greenhouse Wealth Management LLC now owns 15,309 shares of the company’s stock valued at $3,326,000 after purchasing an additional 54 shares in the last quarter. Barry Investment Advisors LLC lifted its stake in shares of Vanguard Small-Cap Value ETF by 1.0% in the first quarter. Barry Investment Advisors LLC now owns 25,586 shares of the company’s stock worth $5,559,000 after buying an additional 260 shares in the last quarter. Finally, Noble Family Wealth LLC grew its holdings in shares of Vanguard Small-Cap Value ETF by 6.9% during the first quarter. Noble Family Wealth LLC now owns 42,722 shares of the company’s stock valued at $9,281,000 after buying an additional 2,751 shares during the last quarter.
Vanguard Small-Cap Value ETF Price Performance
Shares of VBR opened at $242.99 on Wednesday. The company has a market capitalization of $36.43 billion, a P/E ratio of 14.99 and a beta of 0.96. The firm has a 50 day moving average of $234.74 and a 200 day moving average of $226.62. Vanguard Small-Cap Value ETF has a twelve month low of $193.00 and a twelve month high of $244.30.
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. 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.
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