IF Advisors LLC Purchases New Shares in Vanguard Small-Cap Value ETF $VBR

IF Advisors LLC purchased a new stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund purchased 9,309 shares of the company’s stock, valued at approximately $1,972,000. Vanguard Small-Cap Value ETF comprises 1.6% of IF Advisors LLC’s holdings, making the stock its 20th biggest holding.

Other institutional investors have also made changes to their positions in the company. Klingman & Associates LLC increased its position in Vanguard Small-Cap Value ETF by 106.6% in the fourth quarter. Klingman & Associates LLC now owns 8,030 shares of the company’s stock worth $1,701,000 after purchasing an additional 4,144 shares during the period. Asempa Wealth Advisors acquired a new stake in Vanguard Small-Cap Value ETF in the fourth quarter worth about $1,012,000. Atria Investments Inc increased its position in Vanguard Small-Cap Value ETF by 2.9% in the third quarter. Atria Investments Inc now owns 106,136 shares of the company’s stock worth $22,152,000 after purchasing an additional 3,006 shares during the period. Arlington Financial Advisors LLC acquired a new stake in Vanguard Small-Cap Value ETF in the fourth quarter worth about $2,219,000. Finally, Stephens Group Asset Management LLC increased its position in Vanguard Small-Cap Value ETF by 0.7% in the fourth quarter. Stephens Group Asset Management LLC now owns 381,201 shares of the company’s stock worth $80,735,000 after purchasing an additional 2,676 shares during the period.

Vanguard Small-Cap Value ETF Stock Down 0.3%

Shares of VBR stock opened at $234.83 on Friday. The stock has a 50-day moving average price of $226.88 and a 200 day moving average price of $221.83. The firm has a market cap of $35.21 billion, a price-to-earnings ratio of 14.99 and a beta of 0.97. Vanguard Small-Cap Value ETF has a 12 month low of $186.03 and a 12 month high of $236.90.

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.