Vanguard Small-Cap Value ETF (NYSEARCA:VBR) Shares Acquired by SOA Wealth Advisors LLC.

SOA Wealth Advisors LLC. boosted its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 3.1% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 16,474 shares of the company’s stock after purchasing an additional 498 shares during the quarter. SOA Wealth Advisors LLC.’s holdings in Vanguard Small-Cap Value ETF were worth $3,265,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in VBR. Team Hewins LLC purchased a new position in shares of Vanguard Small-Cap Value ETF in the fourth quarter worth about $450,000. JPMorgan Chase & Co. raised its holdings in Vanguard Small-Cap Value ETF by 8.1% in the 3rd quarter. JPMorgan Chase & Co. now owns 588,406 shares of the company’s stock valued at $118,140,000 after acquiring an additional 44,114 shares during the last quarter. Diversified Portfolios Inc. lifted its stake in Vanguard Small-Cap Value ETF by 1.5% in the 3rd quarter. Diversified Portfolios Inc. now owns 13,137 shares of the company’s stock worth $2,638,000 after purchasing an additional 200 shares in the last quarter. Aspiriant LLC boosted its holdings in shares of Vanguard Small-Cap Value ETF by 42.1% during the 4th quarter. Aspiriant LLC now owns 1,224,131 shares of the company’s stock worth $242,598,000 after purchasing an additional 362,906 shares during the last quarter. Finally, Global Retirement Partners LLC grew its position in shares of Vanguard Small-Cap Value ETF by 4.8% in the third quarter. Global Retirement Partners LLC now owns 8,877 shares of the company’s stock valued at $1,782,000 after purchasing an additional 409 shares in the last quarter.

Vanguard Small-Cap Value ETF Stock Performance

NYSEARCA:VBR opened at $203.43 on Friday. The stock has a 50 day moving average price of $204.31 and a 200 day moving average price of $200.80. The stock has a market cap of $30.73 billion, a PE ratio of 11.42 and a beta of 1.09. Vanguard Small-Cap Value ETF has a one year low of $174.19 and a one 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.