Sax Wealth Advisors LLC Raises Position in Vanguard Small-Cap Value ETF $VBR

Sax Wealth Advisors LLC lifted its holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 725.1% in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 15,313 shares of the company’s stock after purchasing an additional 13,457 shares during the quarter. Sax Wealth Advisors LLC’s holdings in Vanguard Small-Cap Value ETF were worth $3,721,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Motiv8 Investments LLC purchased a new stake in Vanguard Small-Cap Value ETF in the fourth quarter valued at about $29,000. Birchbrook Inc. purchased a new stake in shares of Vanguard Small-Cap Value ETF during the fourth quarter worth about $30,000. Modus Advisors LLC purchased a new stake in shares of Vanguard Small-Cap Value ETF during the fourth quarter worth about $30,000. Tower View Wealth Management LLC acquired a new position in shares of Vanguard Small-Cap Value ETF during the first quarter valued at about $37,000. Finally, Strive Financial Group LLC acquired a new position in shares of Vanguard Small-Cap Value ETF during the fourth quarter valued at about $38,000.

Vanguard Small-Cap Value ETF Stock Up 0.6%

Shares of Vanguard Small-Cap Value ETF stock opened at $249.90 on Friday. The firm has a market capitalization of $37.94 billion, a P/E ratio of 14.99 and a beta of 0.96. The company has a 50 day moving average price of $241.85 and a 200 day moving average price of $231.88. Vanguard Small-Cap Value ETF has a 52 week low of $197.48 and a 52 week high of $251.66.

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.