Vanguard Small-Cap Value ETF (NYSEARCA:VBR) is Family Wealth Partners LLC’s 4th Largest Position

Family Wealth Partners LLC raised its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 5.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 50,041 shares of the company’s stock after purchasing an additional 2,478 shares during the quarter. Vanguard Small-Cap Value ETF comprises about 4.7% of Family Wealth Partners LLC’s investment portfolio, making the stock its 4th biggest position. Family Wealth Partners LLC’s holdings in Vanguard Small-Cap Value ETF were worth $9,917,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors also recently modified their holdings of the company. JPMorgan Chase & Co. lifted its position in shares of Vanguard Small-Cap Value ETF by 8.1% during the third quarter. JPMorgan Chase & Co. now owns 588,406 shares of the company’s stock worth $118,140,000 after purchasing an additional 44,114 shares in the last quarter. Diversified Portfolios Inc. lifted its holdings in Vanguard Small-Cap Value ETF by 1.5% in the 3rd quarter. Diversified Portfolios Inc. now owns 13,137 shares of the company’s stock worth $2,638,000 after buying an additional 200 shares in the last quarter. Asset Management Group Inc. boosted its position in Vanguard Small-Cap Value ETF by 2.4% in the 2nd quarter. Asset Management Group Inc. now owns 142,037 shares of the company’s stock valued at $25,925,000 after buying an additional 3,308 shares during the last quarter. Global Retirement Partners LLC grew its stake in shares of Vanguard Small-Cap Value ETF by 4.8% during the third quarter. Global Retirement Partners LLC now owns 8,877 shares of the company’s stock valued at $1,782,000 after acquiring an additional 409 shares in the last quarter. Finally, Smith Thornton Advisors LLC purchased a new stake in shares of Vanguard Small-Cap Value ETF during the second quarter worth about $475,000.

Vanguard Small-Cap Value ETF Stock Performance

NYSEARCA:VBR opened at $203.66 on Friday. Vanguard Small-Cap Value ETF has a one year low of $171.31 and a one year high of $219.01. The business’s 50-day simple moving average is $206.16 and its 200 day simple moving average is $198.78. The stock has a market cap of $30.76 billion, a price-to-earnings ratio of 11.42 and a beta of 1.09.

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.