Towne Trust Company N.A Has $5.95 Million Stake in Vanguard Small-Cap Value ETF $VBR

Towne Trust Company N.A increased its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 16.6% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 28,107 shares of the company’s stock after purchasing an additional 4,006 shares during the quarter. Vanguard Small-Cap Value ETF makes up about 1.9% of Towne Trust Company N.A’s investment portfolio, making the stock its 18th biggest holding. Towne Trust Company N.A’s holdings in Vanguard Small-Cap Value ETF were worth $5,953,000 at the end of the most recent quarter.

Other large investors have also added to or reduced their stakes in the company. Austin Wealth Management LLC raised its position in Vanguard Small-Cap Value ETF by 19.9% during the fourth quarter. Austin Wealth Management LLC now owns 1,954 shares of the company’s stock worth $431,000 after acquiring an additional 324 shares in the last quarter. Cottage Street Advisors LLC bought a new stake in Vanguard Small-Cap Value ETF during the fourth quarter worth $223,000. XY Planning Network Inc. raised its position in Vanguard Small-Cap Value ETF by 12.8% during the fourth quarter. XY Planning Network Inc. now owns 2,995 shares of the company’s stock worth $634,000 after acquiring an additional 340 shares in the last quarter. DeLarme Wealth Management Inc. bought a new stake in Vanguard Small-Cap Value ETF during the fourth quarter worth $527,000. Finally, Opal Wealth Advisors LLC raised its position in Vanguard Small-Cap Value ETF by 2.6% during the fourth quarter. Opal Wealth Advisors LLC now owns 192,768 shares of the company’s stock worth $40,826,000 after acquiring an additional 4,947 shares in the last quarter.

Vanguard Small-Cap Value ETF Trading Down 0.3%

NYSEARCA VBR opened at $227.30 on Thursday. The firm’s fifty day moving average price is $223.88 and its two-hundred day moving average price is $216.79. Vanguard Small-Cap Value ETF has a 1 year low of $168.08 and a 1 year high of $235.48. The firm has a market capitalization of $34.08 billion, a P/E ratio of 14.99 and a beta of 1.00.

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. 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.