Fiduciary Financial Advisors Makes New Investment in Vanguard Small-Cap Value ETF $VBR

Fiduciary Financial Advisors purchased a new stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund purchased 11,919 shares of the company’s stock, valued at approximately $2,892,000.

Several other institutional investors have also recently made changes to their positions in the stock. Valpey Financial Services LLC increased its position in Vanguard Small-Cap Value ETF by 21,125.3% in the 4th quarter. Valpey Financial Services LLC now owns 4,270,098 shares of the company’s stock valued at $904,364,000 after buying an additional 4,249,980 shares in the last quarter. Bank of America Corp DE raised its stake in Vanguard Small-Cap Value ETF by 3.6% during the 4th quarter. Bank of America Corp DE now owns 15,999,348 shares of the company’s stock worth $3,388,502,000 after buying an additional 560,544 shares during the period. Align Financial LLC bought a new position in Vanguard Small-Cap Value ETF in the fourth quarter worth approximately $97,410,000. Focus Partners Wealth boosted its holdings in Vanguard Small-Cap Value ETF by 53.8% in the fourth quarter. Focus Partners Wealth now owns 849,534 shares of the company’s stock worth $179,915,000 after acquiring an additional 297,074 shares in the last quarter. Finally, Corient Private Wealth LLC grew its stake in Vanguard Small-Cap Value ETF by 128.8% in the second quarter. Corient Private Wealth LLC now owns 505,618 shares of the company’s stock valued at $98,654,000 after acquiring an additional 284,655 shares during the period.

Vanguard Small-Cap Value ETF Stock Performance

Shares of Vanguard Small-Cap Value ETF stock opened at $248.44 on Tuesday. The stock has a market capitalization of $37.72 billion, a PE ratio of 14.99 and a beta of 0.96. Vanguard Small-Cap Value ETF has a 52 week low of $198.76 and a 52 week high of $251.85. The stock has a 50 day moving average price of $244.64 and a two-hundred day moving average price of $233.86.

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.