Baer Investment Advisory LLC Buys Shares of 65,567 Vanguard Small-Cap Value ETF $VBR

Baer Investment Advisory LLC bought a new position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 65,567 shares of the company’s stock, valued at approximately $14,244,000. Vanguard Small-Cap Value ETF accounts for approximately 1.7% of Baer Investment Advisory LLC’s investment portfolio, making the stock its 14th largest holding.

Other large investors also recently modified their holdings of the company. Klingman & Associates LLC boosted its stake in Vanguard Small-Cap Value ETF by 106.6% during the 4th quarter. Klingman & Associates LLC now owns 8,030 shares of the company’s stock valued at $1,701,000 after purchasing an additional 4,144 shares during the period. Asempa Wealth Advisors bought a new stake in shares of Vanguard Small-Cap Value ETF during the fourth quarter valued at approximately $1,012,000. Arlington Financial Advisors LLC bought a new stake in shares of Vanguard Small-Cap Value ETF during the fourth quarter valued at approximately $2,219,000. Stephens Group Asset Management LLC boosted its position in shares of Vanguard Small-Cap Value ETF by 0.7% during the fourth quarter. Stephens Group Asset Management LLC now owns 381,201 shares of the company’s stock worth $80,735,000 after buying an additional 2,676 shares during the period. Finally, Capital Advantage Inc. grew its holdings in Vanguard Small-Cap Value ETF by 8.8% in the 4th quarter. Capital Advantage Inc. now owns 54,068 shares of the company’s stock worth $11,451,000 after buying an additional 4,354 shares in the last quarter.

Vanguard Small-Cap Value ETF Price Performance

VBR opened at $243.22 on Friday. The stock’s 50 day moving average price is $235.39 and its 200 day moving average price is $227.10. The stock has a market cap of $36.86 billion, a P/E ratio of 14.99 and a beta of 0.96. Vanguard Small-Cap Value ETF has a 12 month low of $193.00 and a 12 month high of $245.12.

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.