Focus Partners Wealth Increases Position in Vanguard Small-Cap Value ETF $VBR

Focus Partners Wealth lifted its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 53.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 849,534 shares of the company’s stock after acquiring an additional 297,074 shares during the quarter. Focus Partners Wealth owned 0.56% of Vanguard Small-Cap Value ETF worth $179,915,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also modified their holdings of the business. Bank of America Corp DE increased its position in shares of Vanguard Small-Cap Value ETF by 1.4% during the third quarter. Bank of America Corp DE now owns 15,438,804 shares of the company’s stock worth $3,222,233,000 after acquiring an additional 209,142 shares during the last quarter. Assetmark Inc. increased its holdings in Vanguard Small-Cap Value ETF by 2.7% in the fourth quarter. Assetmark Inc. now owns 4,379,433 shares of the company’s stock valued at $927,520,000 after buying an additional 113,412 shares during the last quarter. Valpey Financial Services LLC increased its holdings in Vanguard Small-Cap Value ETF by 21,125.3% in the fourth quarter. Valpey Financial Services LLC now owns 4,270,098 shares of the company’s stock valued at $904,364,000 after buying an additional 4,249,980 shares during the last quarter. Aspiriant LLC increased its holdings in Vanguard Small-Cap Value ETF by 6.1% in the fourth quarter. Aspiriant LLC now owns 1,620,708 shares of the company’s stock valued at $343,249,000 after buying an additional 93,408 shares during the last quarter. Finally, Sei Investments Co. increased its holdings in Vanguard Small-Cap Value ETF by 1.8% in the third quarter. Sei Investments Co. now owns 1,452,261 shares of the company’s stock valued at $303,097,000 after buying an additional 25,434 shares during the last quarter.

Vanguard Small-Cap Value ETF Stock Up 0.9%

Shares of Vanguard Small-Cap Value ETF stock opened at $241.32 on Friday. The firm has a market cap of $36.18 billion, a P/E ratio of 14.99 and a beta of 0.96. Vanguard Small-Cap Value ETF has a fifty-two week low of $188.74 and a fifty-two week high of $242.39. The business has a 50-day moving average price of $230.96 and a 200 day moving average price of $224.07.

About Vanguard Small-Cap Value ETF

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.