Black Diamond Financial LLC Has $10.87 Million Position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Black Diamond Financial LLC lifted its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 4.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 54,868 shares of the company’s stock after buying an additional 2,579 shares during the period. Vanguard Small-Cap Value ETF comprises about 1.6% of Black Diamond Financial LLC’s investment portfolio, making the stock its 19th largest holding. Black Diamond Financial LLC’s holdings in Vanguard Small-Cap Value ETF were worth $10,874,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently modified their holdings of VBR. Team Hewins LLC acquired a new position in Vanguard Small-Cap Value ETF during the fourth quarter valued at approximately $450,000. Wealth Management Nebraska acquired a new position in Vanguard Small-Cap Value ETF during the fourth quarter valued at approximately $510,000. JPMorgan Chase & Co. boosted its position in 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 valued at $118,140,000 after purchasing an additional 44,114 shares during the last quarter. Diversified Portfolios Inc. boosted its position in Vanguard Small-Cap Value ETF by 1.5% during the third quarter. Diversified Portfolios Inc. now owns 13,137 shares of the company’s stock valued at $2,638,000 after purchasing an additional 200 shares during the last quarter. Finally, Compass Capital Corp MA ADV acquired a new position in Vanguard Small-Cap Value ETF during the fourth quarter valued at approximately $870,000.

Vanguard Small-Cap Value ETF Stock Performance

Shares of NYSEARCA VBR opened at $197.69 on Monday. The stock has a 50 day moving average price of $202.13 and a 200 day moving average price of $201.76. Vanguard Small-Cap Value ETF has a 52 week low of $177.15 and a 52 week high of $219.01. The stock has a market capitalization of $29.86 billion, a PE ratio of 11.42 and a beta of 1.09.

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.