Evanson Financial LLC Takes Position in Vanguard Small-Cap Value ETF $VBR

Evanson Financial LLC bought a new stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 14,052 shares of the company’s stock, valued at approximately $3,415,000.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. 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 buying an additional 4,249,980 shares in the last quarter. Bank of America Corp DE boosted its position in shares of Vanguard Small-Cap Value ETF by 3.6% during the 4th quarter. Bank of America Corp DE now owns 15,999,348 shares of the company’s stock valued at $3,388,502,000 after acquiring an additional 560,544 shares in the last quarter. Align Financial LLC acquired a new stake in shares of Vanguard Small-Cap Value ETF during the 4th quarter valued at about $97,410,000. Focus Partners Wealth increased its stake in Vanguard Small-Cap Value ETF by 53.8% in the fourth quarter. Focus Partners Wealth now owns 849,534 shares of the company’s stock valued at $179,915,000 after acquiring an additional 297,074 shares during the period. Finally, Corient Private Wealth LLC increased its stake in Vanguard Small-Cap Value ETF by 128.8% in the second quarter. Corient Private Wealth LLC now owns 505,618 shares of the company’s stock valued at $98,654,000 after acquiring an additional 284,655 shares during the period.

Vanguard Small-Cap Value ETF Stock Down 0.6%

NYSEARCA:VBR opened at $248.41 on Friday. Vanguard Small-Cap Value ETF has a 12-month low of $197.12 and a 12-month high of $251.66. The firm has a market capitalization of $37.72 billion, a PE ratio of 14.99 and a beta of 0.96. The firm has a 50-day moving average price of $241.55 and a 200 day moving average price of $231.75.

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.