Summit Wealth Group LLC Co. Invests $733,000 in Vanguard Small-Cap Value ETF $VBR

Summit Wealth Group LLC Co. purchased a new position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 3,460 shares of the company’s stock, valued at approximately $733,000.

A number of other institutional investors also recently bought and sold shares of VBR. Westfuller Advisors LLC bought a new position in Vanguard Small-Cap Value ETF in the 3rd quarter worth $29,000. Balentine LLC bought a new stake in shares of Vanguard Small-Cap Value ETF in the third quarter worth about $29,000. Birchbrook Inc. bought a new stake in shares of Vanguard Small-Cap Value ETF in the fourth quarter worth about $30,000. Toth Financial Advisory Corp bought a new stake in shares of Vanguard Small-Cap Value ETF in the fourth quarter worth about $36,000. Finally, Key Capital Management INC purchased a new position in shares of Vanguard Small-Cap Value ETF in the 4th quarter worth approximately $39,000.

Vanguard Small-Cap Value ETF Trading Down 0.4%

VBR stock opened at $231.15 on Wednesday. The stock has a market cap of $34.65 billion, a PE ratio of 14.99 and a beta of 0.97. The company has a 50-day moving average price of $224.16 and a 200 day moving average price of $219.71. Vanguard Small-Cap Value ETF has a 12 month low of $184.56 and a 12 month high of $235.68.

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. The Fund attempts to replicate the target Index by investing all, or substantially all, of its assets in the stocks that make up the Index, holding each stock in approximately the same proportion as its weighting in the Index.