Waverly Advisors LLC Buys 5,632 Shares of Vanguard Small-Cap Value ETF $VBR

Waverly Advisors LLC increased its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 26.2% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 27,123 shares of the company’s stock after buying an additional 5,632 shares during the quarter. Waverly Advisors LLC’s holdings in Vanguard Small-Cap Value ETF were worth $5,892,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Brighton Jones LLC increased its stake in shares of Vanguard Small-Cap Value ETF by 1.9% during the 4th quarter. Brighton Jones LLC now owns 23,239 shares of the company’s stock worth $4,605,000 after purchasing an additional 444 shares during the last quarter. AQR Capital Management LLC raised its holdings in shares of Vanguard Small-Cap Value ETF by 65.8% in the 1st quarter. AQR Capital Management LLC now owns 15,403 shares of the company’s stock valued at $2,870,000 after purchasing an additional 6,114 shares during the period. Goldman Sachs Group Inc. lifted its stake in Vanguard Small-Cap Value ETF by 1.5% in the 1st quarter. Goldman Sachs Group Inc. now owns 327,501 shares of the company’s stock valued at $61,010,000 after purchasing an additional 4,879 shares during the last quarter. Russell Investments Group Ltd. lifted its stake in Vanguard Small-Cap Value ETF by 29.4% in the 2nd quarter. Russell Investments Group Ltd. now owns 2,370 shares of the company’s stock valued at $462,000 after purchasing an additional 538 shares during the last quarter. Finally, Glenview Trust co lifted its stake in Vanguard Small-Cap Value ETF by 38.9% in the 2nd quarter. Glenview Trust co now owns 3,262 shares of the company’s stock valued at $636,000 after purchasing an additional 914 shares during the last quarter.

Vanguard Small-Cap Value ETF Stock Performance

Vanguard Small-Cap Value ETF stock opened at $248.10 on Wednesday. The stock has a 50-day simple moving average of $239.55 and a 200 day simple moving average of $230.54. The stock has a market capitalization of $37.67 billion, a P/E ratio of 14.99 and a beta of 0.96. Vanguard Small-Cap Value ETF has a 52 week low of $193.00 and a 52 week high of $248.28.

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. 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.