Independent Financial Group LLC Takes $3.25 Million Position in Vanguard Small-Cap Value ETF $VBR

Independent Financial Group LLC acquired a new position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 14,936 shares of the company’s stock, valued at approximately $3,245,000.

Several other institutional investors have also recently made changes to their positions in VBR. Motiv8 Investments LLC purchased a new position in Vanguard Small-Cap Value ETF in the 4th quarter worth approximately $29,000. Birchbrook Inc. bought a new position in Vanguard Small-Cap Value ETF in the 4th quarter worth approximately $30,000. Modus Advisors LLC purchased a new stake in Vanguard Small-Cap Value ETF during the 4th quarter valued at approximately $30,000. Toth Financial Advisory Corp purchased a new stake in Vanguard Small-Cap Value ETF during the 4th quarter valued at approximately $36,000. Finally, Tower View Wealth Management LLC bought a new stake in shares of Vanguard Small-Cap Value ETF during the first quarter valued at approximately $37,000.

Vanguard Small-Cap Value ETF Stock Performance

VBR stock opened at $244.12 on Friday. Vanguard Small-Cap Value ETF has a one year low of $193.00 and a one year high of $246.87. The company’s fifty day moving average price is $237.48 and its 200-day moving average price is $229.01. The company has a market capitalization of $37.06 billion, a PE ratio of 14.99 and a beta of 0.96.

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.