Flywheel Private Wealth LLC Buys New Shares in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Flywheel Private Wealth LLC bought a new position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) in the fourth quarter, Holdings Channel.com reports. The firm bought 46,815 shares of the company’s stock, valued at approximately $9,278,000. Vanguard Small-Cap Value ETF comprises about 8.5% of Flywheel Private Wealth LLC’s holdings, making the stock its 2nd largest position.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in VBR. Assetmark Inc. raised its stake in shares of Vanguard Small-Cap Value ETF by 3.8% in the third quarter. Assetmark Inc. now owns 3,817,544 shares of the company’s stock worth $766,487,000 after purchasing an additional 139,196 shares during the last quarter. Captrust Financial Advisors increased its holdings in Vanguard Small-Cap Value ETF by 655.6% in the 3rd quarter. Captrust Financial Advisors now owns 1,548,368 shares of the company’s stock worth $310,881,000 after buying an additional 1,343,457 shares during the period. Axiom Advisory LLC raised its position in Vanguard Small-Cap Value ETF by 7.6% during the 3rd quarter. Axiom Advisory LLC now owns 1,452,124 shares of the company’s stock worth $279,093,000 after buying an additional 102,423 shares during the last quarter. World Investment Advisors LLC lifted its stake in Vanguard Small-Cap Value ETF by 24,002.3% during the 3rd quarter. World Investment Advisors LLC now owns 1,373,829 shares of the company’s stock valued at $275,837,000 after acquiring an additional 1,368,129 shares during the period. Finally, Sei Investments Co. lifted its stake in Vanguard Small-Cap Value ETF by 5.5% during the 2nd quarter. Sei Investments Co. now owns 1,336,004 shares of the company’s stock valued at $243,866,000 after acquiring an additional 69,169 shares during the period.

Vanguard Small-Cap Value ETF Price Performance

NYSEARCA:VBR opened at $202.46 on Thursday. The company’s fifty day moving average price is $206.30 and its 200-day moving average price is $198.75. Vanguard Small-Cap Value ETF has a 1-year low of $171.31 and a 1-year high of $219.01. The firm has a market capitalization of $30.58 billion, a P/E ratio of 11.42 and a beta of 1.09.

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.