J. Derek Lewis & Associates Inc. Takes $856,000 Position in Vanguard Small-Cap Value ETF $VBR

J. Derek Lewis & Associates Inc. acquired a new stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 4,043 shares of the company’s stock, valued at approximately $856,000.

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

Vanguard Small-Cap Value ETF Price Performance

Vanguard Small-Cap Value ETF stock opened at $238.40 on Friday. Vanguard Small-Cap Value ETF has a 12-month low of $188.95 and a 12-month high of $244.00. The stock has a market capitalization of $35.74 billion, a PE ratio of 14.99 and a beta of 0.96. The firm has a 50 day simple moving average of $232.83 and a 200-day simple moving average of $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.