Whitaker Myers Wealth Managers LTD. Has $27.87 Million Position in Vanguard Small-Cap Value ETF $VBR

Whitaker Myers Wealth Managers LTD. raised its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 6.3% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 114,681 shares of the company’s stock after buying an additional 6,809 shares during the period. Vanguard Small-Cap Value ETF accounts for approximately 4.7% of Whitaker Myers Wealth Managers LTD.’s portfolio, making the stock its 7th biggest holding. Whitaker Myers Wealth Managers LTD. owned 0.08% of Vanguard Small-Cap Value ETF worth $27,866,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in VBR. Valpey Financial Services LLC raised its stake in shares of Vanguard Small-Cap Value ETF by 21,125.3% in the 4th quarter. Valpey Financial Services LLC now owns 4,270,098 shares of the company’s stock valued at $904,364,000 after acquiring an additional 4,249,980 shares in the last quarter. Bank of America Corp DE boosted its position in Vanguard Small-Cap Value ETF by 3.6% during the fourth quarter. Bank of America Corp DE now owns 15,999,348 shares of the company’s stock worth $3,388,502,000 after purchasing an additional 560,544 shares during the period. Align Financial LLC bought a new stake in Vanguard Small-Cap Value ETF during the fourth quarter worth approximately $97,410,000. Focus Partners Wealth grew its holdings in Vanguard Small-Cap Value ETF by 53.8% during the fourth quarter. Focus Partners Wealth now owns 849,534 shares of the company’s stock valued at $179,915,000 after purchasing an additional 297,074 shares during the last quarter. Finally, Corient Private Wealth LLC grew its holdings in Vanguard Small-Cap Value ETF by 128.8% during the second quarter. Corient Private Wealth LLC now owns 505,618 shares of the company’s stock valued at $98,654,000 after purchasing an additional 284,655 shares during the last quarter.

Vanguard Small-Cap Value ETF Stock Up 0.6%

NYSEARCA:VBR opened at $249.90 on Friday. The company’s 50 day moving average is $241.85 and its 200-day moving average is $231.88. Vanguard Small-Cap Value ETF has a 12 month low of $197.48 and a 12 month high of $251.66. The firm has a market cap of $37.94 billion, a price-to-earnings ratio of 14.99 and a beta of 0.96.

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.