Strategies Wealth Advisors LLC Has $33.54 Million Holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Strategies Wealth Advisors LLC boosted its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 4.9% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 164,981 shares of the company’s stock after purchasing an additional 7,677 shares during the period. Vanguard Small-Cap Value ETF accounts for about 4.2% of Strategies Wealth Advisors LLC’s investment portfolio, making the stock its 8th biggest holding. Strategies Wealth Advisors LLC owned 0.11% of Vanguard Small-Cap Value ETF worth $33,544,000 as of its most recent filing with the SEC.

Several other institutional investors have also recently made changes to their positions in VBR. Sunbelt Securities Inc. acquired a new position in shares of Vanguard Small-Cap Value ETF in the third quarter valued at approximately $25,000. Eastern Bank acquired a new stake in shares of Vanguard Small-Cap Value ETF during the fourth quarter worth $32,000. Fairway Wealth LLC bought a new stake in shares of Vanguard Small-Cap Value ETF in the fourth quarter valued at about $33,000. FPC Investment Advisory Inc. acquired a new stake in Vanguard Small-Cap Value ETF in the 4th quarter worth about $37,000. Finally, Millstone Evans Group LLC acquired a new stake in shares of Vanguard Small-Cap Value ETF in the fourth quarter valued at approximately $37,000.

Vanguard Small-Cap Value ETF Trading Up 1.1 %

Shares of VBR stock opened at $171.26 on Monday. The business’s 50-day moving average price is $190.12 and its 200-day moving average price is $199.45. Vanguard Small-Cap Value ETF has a 12 month low of $160.23 and a 12 month high of $219.01. The firm has a market capitalization of $91.64 billion, a price-to-earnings ratio of 15.20 and a beta of 1.05.

Vanguard Small-Cap Value ETF Increases Dividend

The company also recently announced a dividend, which was paid on Monday, March 31st. Shareholders of record on Thursday, March 27th were given a dividend of $1.2422 per share. The ex-dividend date of this dividend was Thursday, March 27th. This is an increase from Vanguard Small-Cap Value ETF’s previous dividend of $1.02.

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.