3,900 Shares in Vanguard Small-Cap Value ETF $VBR Bought by Koenig Investment Advisory LLC

Koenig Investment Advisory LLC bought a new stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 3,900 shares of the company’s stock, valued at approximately $905,000. Vanguard Small-Cap Value ETF accounts for 0.7% of Koenig Investment Advisory LLC’s holdings, making the stock its 20th largest position.

A number of other institutional investors have also bought and sold shares of VBR. Motiv8 Investments LLC acquired a new position in shares of Vanguard Small-Cap Value ETF in the 4th quarter valued at about $29,000. Birchbrook Inc. acquired a new stake in Vanguard Small-Cap Value ETF during the fourth quarter worth approximately $30,000. Modus Advisors LLC acquired a new stake in Vanguard Small-Cap Value ETF during the fourth quarter worth approximately $30,000. Toth Financial Advisory Corp bought a new stake in Vanguard Small-Cap Value ETF in the fourth quarter worth approximately $36,000. Finally, Strive Financial Group LLC acquired a new position in Vanguard Small-Cap Value ETF in the fourth quarter valued at approximately $38,000.

Vanguard Small-Cap Value ETF Stock Performance

Vanguard Small-Cap Value ETF stock opened at $238.40 on Friday. The stock has a market capitalization of $35.74 billion, a price-to-earnings ratio of 14.99 and a beta of 0.96. Vanguard Small-Cap Value ETF has a 52-week low of $188.95 and a 52-week high of $244.00. The stock’s 50 day moving average price is $232.83 and its two-hundred day moving average price is $225.09.

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.