Powerhouse Assets LLC Takes $2.25 Million Position in Vanguard Small-Cap Value ETF $VBR

Powerhouse Assets LLC purchased a new position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 10,622 shares of the company’s stock, valued at approximately $2,250,000. Vanguard Small-Cap Value ETF accounts for approximately 2.0% of Powerhouse Assets LLC’s investment portfolio, making the stock its 10th largest position.

Several other large investors have also recently added to or reduced their stakes in VBR. Westfuller Advisors LLC acquired a new position in shares of Vanguard Small-Cap Value ETF during the third quarter worth about $29,000. Balentine LLC acquired a new stake in shares of Vanguard Small-Cap Value ETF in the third quarter valued at about $29,000. Front Row Advisors LLC acquired a new stake in shares of Vanguard Small-Cap Value ETF in the second quarter valued at about $35,000. KERR FINANCIAL PLANNING Corp purchased a new stake in shares of Vanguard Small-Cap Value ETF during the 3rd quarter valued at about $43,000. Finally, Kilter Group LLC purchased a new stake in shares of Vanguard Small-Cap Value ETF during the 2nd quarter valued at about $47,000.

Vanguard Small-Cap Value ETF Stock Performance

Vanguard Small-Cap Value ETF stock opened at $218.14 on Thursday. The firm has a market capitalization of $33.17 billion, a PE ratio of 14.99 and a beta of 1.05. Vanguard Small-Cap Value ETF has a one year low of $160.23 and a one year high of $235.48. The stock’s 50 day moving average price is $224.16 and its 200 day moving average price is $215.82.

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.