Arbor Wealth Advisors LLC Has $7.02 Million Stock Position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Arbor Wealth Advisors LLC boosted its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 1.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 35,407 shares of the company’s stock after acquiring an additional 509 shares during the quarter. Vanguard Small-Cap Value ETF accounts for approximately 6.3% of Arbor Wealth Advisors LLC’s investment portfolio, making the stock its 4th biggest holding. Arbor Wealth Advisors LLC’s holdings in Vanguard Small-Cap Value ETF were worth $7,017,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. Horizon Bancorp Inc. IN lifted its position in shares of Vanguard Small-Cap Value ETF by 1.5% in the fourth quarter. Horizon Bancorp Inc. IN now owns 7,772 shares of the company’s stock valued at $1,540,000 after buying an additional 112 shares during the last quarter. Traveka Wealth LLC lifted its holdings in Vanguard Small-Cap Value ETF by 6.0% during the 4th quarter. Traveka Wealth LLC now owns 73,163 shares of the company’s stock valued at $14,500,000 after purchasing an additional 4,152 shares during the last quarter. BCS Wealth Management bought a new position in Vanguard Small-Cap Value ETF during the fourth quarter worth $1,030,000. Tsfg LLC lifted its stake in shares of Vanguard Small-Cap Value ETF by 46.8% during the 4th quarter. Tsfg LLC now owns 2,442 shares of the company’s stock worth $484,000 after buying an additional 778 shares during the last quarter. Finally, Atmos Advisory LLC raised its holdings in Vanguard Small-Cap Value ETF by 2.8% in the 4th quarter. Atmos Advisory LLC now owns 31,803 shares of the company’s stock valued at $6,303,000 after acquiring an additional 876 shares during the period.

Vanguard Small-Cap Value ETF Trading Up 0.9 %

Shares of NYSEARCA VBR opened at $196.90 on Tuesday. The business’s 50 day moving average is $206.54 and its 200-day moving average is $198.60. The firm has a market cap of $29.74 billion, a P/E ratio of 11.42 and a beta of 1.09. Vanguard Small-Cap Value ETF has a 1-year low of $171.31 and a 1-year high of $219.01.

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.