JMG Financial Group Ltd. Raises Holdings in Vanguard Small-Cap Value ETF $VBR

JMG Financial Group Ltd. lifted its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 1.1% in the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 392,210 shares of the company’s stock after acquiring an additional 4,125 shares during the quarter. Vanguard Small-Cap Value ETF makes up 2.3% of JMG Financial Group Ltd.’s investment portfolio, making the stock its 13th largest position. JMG Financial Group Ltd. owned approximately 0.26% of Vanguard Small-Cap Value ETF worth $85,208,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. TCI Wealth Advisors Inc. raised its stake in Vanguard Small-Cap Value ETF by 1.5% in the 1st quarter. TCI Wealth Advisors Inc. now owns 3,015 shares of the company’s stock valued at $655,000 after acquiring an additional 44 shares during the period. Hazlett Burt & Watson Inc. boosted its position in Vanguard Small-Cap Value ETF by 4.1% during the fourth quarter. Hazlett Burt & Watson Inc. now owns 1,201 shares of the company’s stock worth $254,000 after purchasing an additional 47 shares during the period. Horizon Investment Services LLC increased its stake in shares of Vanguard Small-Cap Value ETF by 3.3% in the fourth quarter. Horizon Investment Services LLC now owns 1,470 shares of the company’s stock worth $311,000 after purchasing an additional 47 shares in the last quarter. Echo45 Advisors LLC increased its stake in shares of Vanguard Small-Cap Value ETF by 0.3% in the first quarter. Echo45 Advisors LLC now owns 17,686 shares of the company’s stock worth $3,842,000 after purchasing an additional 47 shares in the last quarter. Finally, WealthShield Partners LLC increased its stake in shares of Vanguard Small-Cap Value ETF by 0.3% in the first quarter. WealthShield Partners LLC now owns 15,614 shares of the company’s stock worth $3,390,000 after purchasing an additional 47 shares in the last quarter.

Vanguard Small-Cap Value ETF Stock Down 0.8%

NYSEARCA VBR opened at $242.17 on Tuesday. The firm has a market cap of $36.77 billion, a P/E ratio of 14.99 and a beta of 0.96. The company’s 50 day moving average is $237.68 and its 200-day moving average is $229.31. Vanguard Small-Cap Value ETF has a 12-month low of $193.00 and a 12-month high of $246.87.

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.