Diversify Wealth Management LLC Grows Stock Position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Diversify Wealth Management LLC raised its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 0.6% in the 4th quarter, HoldingsChannel.com reports. The fund owned 15,301 shares of the company’s stock after purchasing an additional 88 shares during the period. Diversify Wealth Management LLC’s holdings in Vanguard Small-Cap Value ETF were worth $2,987,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in VBR. JPMorgan Chase & Co. lifted its position in shares of Vanguard Small-Cap Value ETF by 8.1% in the third quarter. JPMorgan Chase & Co. now owns 588,406 shares of the company’s stock valued at $118,140,000 after acquiring an additional 44,114 shares in the last quarter. Diversified Portfolios Inc. raised its stake in Vanguard Small-Cap Value ETF by 1.5% in the 3rd quarter. Diversified Portfolios Inc. now owns 13,137 shares of the company’s stock valued at $2,638,000 after purchasing an additional 200 shares during the last quarter. Global Retirement Partners LLC lifted its holdings in Vanguard Small-Cap Value ETF by 4.8% in the 3rd quarter. Global Retirement Partners LLC now owns 8,877 shares of the company’s stock valued at $1,782,000 after purchasing an additional 409 shares in the last quarter. Smith Thornton Advisors LLC acquired a new stake in shares of Vanguard Small-Cap Value ETF during the 2nd quarter worth about $475,000. Finally, Clayton Financial Group LLC grew its holdings in shares of Vanguard Small-Cap Value ETF by 4.3% during the third quarter. Clayton Financial Group LLC now owns 53,832 shares of the company’s stock worth $10,808,000 after buying an additional 2,200 shares in the last quarter.

Vanguard Small-Cap Value ETF Price Performance

NYSEARCA:VBR opened at $204.61 on Monday. Vanguard Small-Cap Value ETF has a 1-year low of $171.81 and a 1-year high of $219.01. The firm has a 50 day simple moving average of $206.02 and a 200-day simple moving average of $199.19. The firm has a market cap of $30.91 billion, a PE ratio of 11.42 and a beta of 1.09.

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.