Novak & Powell Financial Services Inc. Increases Holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Novak & Powell Financial Services Inc. lifted its holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 125.3% during the 4th quarter, Holdings Channel.com reports. The firm owned 5,950 shares of the company’s stock after buying an additional 3,309 shares during the period. Novak & Powell Financial Services Inc.’s holdings in Vanguard Small-Cap Value ETF were worth $1,179,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also added to or reduced their stakes in the business. Annex Advisory Services LLC purchased a new position in shares of Vanguard Small-Cap Value ETF during the 4th quarter valued at about $205,000. City Holding Co. lifted its position in shares of Vanguard Small-Cap Value ETF by 2.4% in the fourth quarter. City Holding Co. now owns 4,413 shares of the company’s stock worth $875,000 after buying an additional 103 shares in the last quarter. Harbor Investment Advisory LLC raised its holdings in shares of Vanguard Small-Cap Value ETF by 21.5% during the 4th quarter. Harbor Investment Advisory LLC now owns 2,405 shares of the company’s stock worth $477,000 after acquiring an additional 425 shares in the last quarter. Koshinski Asset Management Inc. raised its stake in Vanguard Small-Cap Value ETF by 25.4% during the fourth quarter. Koshinski Asset Management Inc. now owns 42,303 shares of the company’s stock valued at $8,384,000 after purchasing an additional 8,578 shares in the last quarter. Finally, Pure Financial Advisors LLC boosted its holdings in shares of Vanguard Small-Cap Value ETF by 6.6% in the 4th quarter. Pure Financial Advisors LLC now owns 31,683 shares of the company’s stock worth $6,279,000 after purchasing an additional 1,957 shares during the period.

Vanguard Small-Cap Value ETF Stock Down 0.3%

VBR stock opened at $193.22 on Wednesday. The firm’s fifty day simple moving average is $181.97 and its two-hundred day simple moving average is $196.04. The stock has a market capitalization of $103.39 billion, a price-to-earnings ratio of 15.52 and a beta of 1.06. Vanguard Small-Cap Value ETF has a twelve month low of $160.23 and a twelve month 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.