Leeward Financial Partners LLC Has $8.20 Million Holdings in Vanguard Small-Cap Value ETF $VBR

Leeward Financial Partners LLC increased its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 6.5% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 39,276 shares of the company’s stock after acquiring an additional 2,414 shares during the quarter. Vanguard Small-Cap Value ETF comprises about 2.3% of Leeward Financial Partners LLC’s investment portfolio, making the stock its 12th biggest position. Leeward Financial Partners LLC’s holdings in Vanguard Small-Cap Value ETF were worth $8,197,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Brighton Jones LLC boosted its stake in shares of Vanguard Small-Cap Value ETF by 1.9% in the 4th quarter. Brighton Jones LLC now owns 23,239 shares of the company’s stock valued at $4,605,000 after purchasing an additional 444 shares in the last quarter. AQR Capital Management LLC grew its position in shares of Vanguard Small-Cap Value ETF by 65.8% during the 1st quarter. AQR Capital Management LLC now owns 15,403 shares of the company’s stock worth $2,870,000 after buying an additional 6,114 shares during the period. Goldman Sachs Group Inc. raised its holdings in Vanguard Small-Cap Value ETF by 1.5% in the first quarter. Goldman Sachs Group Inc. now owns 327,501 shares of the company’s stock worth $61,010,000 after purchasing an additional 4,879 shares during the period. TME Financial Inc. raised its stake in Vanguard Small-Cap Value ETF by 57.1% during the 2nd quarter. TME Financial Inc. now owns 29,129 shares of the company’s stock worth $5,680,000 after buying an additional 10,582 shares during the period. Finally, Arrowroot Family Office LLC bought a new position in shares of Vanguard Small-Cap Value ETF during the 2nd quarter valued at about $688,000.

Vanguard Small-Cap Value ETF Price Performance

VBR opened at $228.05 on Thursday. Vanguard Small-Cap Value ETF has a 1 year low of $160.23 and a 1 year high of $235.48. The company has a market capitalization of $34.68 billion, a price-to-earnings ratio of 14.99 and a beta of 1.05. The business’s 50-day moving average price is $224.92 and its two-hundred day moving average price is $214.51.

About Vanguard Small-Cap Value ETF

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.