Sonata Capital Group Inc. Raises Position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Sonata Capital Group Inc. grew its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 1.9% in the 1st quarter, Holdings Channel.com reports. The firm owned 13,639 shares of the company’s stock after acquiring an additional 250 shares during the period. Vanguard Small-Cap Value ETF makes up approximately 1.1% of Sonata Capital Group Inc.’s portfolio, making the stock its 23rd largest holding. Sonata Capital Group Inc.’s holdings in Vanguard Small-Cap Value ETF were worth $2,541,000 at the end of the most recent quarter.

Several other large investors have also recently made changes to their positions in the business. Franklin Resources Inc. grew its position in Vanguard Small-Cap Value ETF by 1.4% in the 4th quarter. Franklin Resources Inc. now owns 3,565 shares of the company’s stock worth $707,000 after purchasing an additional 50 shares during the period. Jackson Creek Investment Advisors LLC lifted its stake in Vanguard Small-Cap Value ETF by 1.3% in the 4th quarter. Jackson Creek Investment Advisors LLC now owns 4,076 shares of the company’s stock worth $808,000 after purchasing an additional 53 shares in the last quarter. Sandy Spring Bank increased its stake in Vanguard Small-Cap Value ETF by 6.3% during the fourth quarter. Sandy Spring Bank now owns 913 shares of the company’s stock worth $181,000 after acquiring an additional 54 shares during the last quarter. Family Investment Center Inc. grew its holdings in Vanguard Small-Cap Value ETF by 2.2% during the 1st quarter. Family Investment Center Inc. now owns 2,673 shares of the company’s stock valued at $498,000 after purchasing an additional 57 shares during the last quarter. Finally, Mission Wealth Management LP grew its holdings in Vanguard Small-Cap Value ETF by 1.3% during the 1st quarter. Mission Wealth Management LP now owns 4,585 shares of the company’s stock valued at $854,000 after purchasing an additional 58 shares during the last quarter.

Vanguard Small-Cap Value ETF Stock Performance

Shares of VBR opened at $201.72 on Friday. The stock has a market capitalization of $30.40 billion, a PE ratio of 14.99 and a beta of 1.15. The company has a 50 day moving average price of $190.33 and a 200-day moving average price of $191.84. Vanguard Small-Cap Value ETF has a fifty-two week low of $160.23 and a fifty-two week high of $219.01.

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.