Marotta Asset Management Acquires 6,386 Shares of Vanguard Small-Cap Value ETF $VBR

Marotta Asset Management lifted its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 4.6% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 143,896 shares of the company’s stock after purchasing an additional 6,386 shares during the period. Vanguard Small-Cap Value ETF comprises approximately 5.6% of Marotta Asset Management’s holdings, making the stock its 5th biggest holding. Marotta Asset Management owned 0.10% of Vanguard Small-Cap Value ETF worth $30,476,000 as of its most recent SEC filing.

Several other institutional investors have also recently modified their holdings of the stock. Aspiriant LLC increased its position in Vanguard Small-Cap Value ETF by 3.0% during the third quarter. Aspiriant LLC now owns 1,527,300 shares of the company’s stock worth $318,763,000 after buying an additional 43,846 shares in the last quarter. First Horizon Corp acquired a new position in shares of Vanguard Small-Cap Value ETF in the third quarter worth $4,635,000. Whitaker Myers Wealth Managers LTD. lifted its position in shares of Vanguard Small-Cap Value ETF by 7.7% in the third quarter. Whitaker Myers Wealth Managers LTD. now owns 100,778 shares of the company’s stock valued at $21,033,000 after acquiring an additional 7,230 shares in the last quarter. Atria Investments Inc boosted its stake in shares of Vanguard Small-Cap Value ETF by 2.9% during the third quarter. Atria Investments Inc now owns 106,136 shares of the company’s stock valued at $22,152,000 after acquiring an additional 3,006 shares during the last quarter. Finally, Brown Advisory Inc. boosted its stake in shares of Vanguard Small-Cap Value ETF by 12.3% during the second quarter. Brown Advisory Inc. now owns 41,777 shares of the company’s stock valued at $8,147,000 after acquiring an additional 4,560 shares during the last quarter.

Vanguard Small-Cap Value ETF Trading Down 1.9%

Vanguard Small-Cap Value ETF stock opened at $212.17 on Friday. The stock has a market cap of $32.27 billion, a PE ratio of 14.99 and a beta of 1.05. The stock has a 50-day moving average price of $225.36 and a 200 day moving average price of $215.40. Vanguard Small-Cap Value ETF has a 52 week low of $160.23 and a 52 week high of $235.48.

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.