Gladwyn Financial Advisors Inc. Invests $9.63 Million in Vanguard Small-Cap Value ETF $VBR

Gladwyn Financial Advisors Inc. bought a new position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) in the second quarter, according to the company in its most recent filing with the SEC. The fund bought 49,372 shares of the company’s stock, valued at approximately $9,628,000. Vanguard Small-Cap Value ETF accounts for 7.4% of Gladwyn Financial Advisors Inc.’s investment portfolio, making the stock its 3rd biggest position.

A number of other institutional investors and hedge funds have also recently modified their holdings of VBR. ORG Partners LLC boosted its holdings in shares of Vanguard Small-Cap Value ETF by 3,180.0% in the 1st quarter. ORG Partners LLC now owns 164 shares of the company’s stock worth $31,000 after purchasing an additional 159 shares during the period. Wayfinding Financial LLC purchased a new position in Vanguard Small-Cap Value ETF during the 1st quarter valued at $35,000. JNBA Financial Advisors boosted its holdings in Vanguard Small-Cap Value ETF by 137.2% during the 2nd quarter. JNBA Financial Advisors now owns 204 shares of the company’s stock valued at $40,000 after acquiring an additional 118 shares during the period. Clearstead Trust LLC boosted its holdings in Vanguard Small-Cap Value ETF by 388.2% during the 1st quarter. Clearstead Trust LLC now owns 249 shares of the company’s stock valued at $46,000 after acquiring an additional 198 shares during the period. Finally, Financial Gravity Asset Management Inc. purchased a new position in Vanguard Small-Cap Value ETF during the 1st quarter valued at $48,000.

Vanguard Small-Cap Value ETF Stock Up 0.3%

VBR opened at $205.71 on Friday. The business has a fifty day moving average of $207.77 and a 200 day moving average of $195.74. Vanguard Small-Cap Value ETF has a 52-week low of $160.23 and a 52-week high of $219.01. The stock has a market cap of $30.93 billion, a P/E ratio of 14.99 and a beta of 1.15.

Vanguard Small-Cap Value ETF 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.