Sage Financial Group Inc. Has $8.93 Million Stock Holdings in Vanguard Small-Cap Value ETF $VBR

Sage Financial Group Inc. increased its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 1.8% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 45,779 shares of the company’s stock after purchasing an additional 813 shares during the period. Vanguard Small-Cap Value ETF makes up about 0.7% of Sage Financial Group Inc.’s holdings, making the stock its 23rd biggest position. Sage Financial Group Inc.’s holdings in Vanguard Small-Cap Value ETF were worth $8,927,000 as of its most recent SEC filing.

Other hedge funds have also added to or reduced their stakes in the company. Leeward Financial Partners LLC lifted its position in shares of Vanguard Small-Cap Value ETF by 2.7% during the 1st quarter. Leeward Financial Partners LLC now owns 36,935 shares of the company’s stock valued at $6,881,000 after acquiring an additional 969 shares during the period. Vontobel Holding Ltd. acquired a new stake in Vanguard Small-Cap Value ETF in the 1st quarter valued at $385,000. GAMMA Investing LLC increased its stake in Vanguard Small-Cap Value ETF by 18.4% during the 1st quarter. GAMMA Investing LLC now owns 560 shares of the company’s stock valued at $104,000 after purchasing an additional 87 shares in the last quarter. IFG Advisory LLC raised its holdings in Vanguard Small-Cap Value ETF by 6.0% during the first quarter. IFG Advisory LLC now owns 15,530 shares of the company’s stock worth $2,893,000 after buying an additional 881 shares during the last quarter. Finally, Dynamic Advisor Solutions LLC acquired a new position in Vanguard Small-Cap Value ETF during the first quarter worth $1,228,000.

Vanguard Small-Cap Value ETF Price Performance

Shares of NYSEARCA VBR opened at $211.15 on Monday. The company has a 50-day moving average price of $206.17 and a 200-day moving average price of $194.53. The stock has a market capitalization of $31.78 billion, a P/E ratio of 14.99 and a beta of 1.15. Vanguard Small-Cap Value ETF has a 1 year low of $160.23 and a 1 year high of $219.01.

Vanguard Small-Cap Value ETF Company 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.