Graetz Wealth LLC Makes New $1.46 Million Investment in Vanguard Small-Cap Value ETF $VBR

Graetz Wealth LLC bought a new position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 6,881 shares of the company’s stock, valued at approximately $1,457,000. Vanguard Small-Cap Value ETF comprises about 1.3% of Graetz Wealth LLC’s investment portfolio, making the stock its 24th largest holding.

Several other hedge funds also recently bought and sold shares of the company. Hazlett Burt & Watson Inc. increased its position in Vanguard Small-Cap Value ETF by 4.1% in the 4th quarter. Hazlett Burt & Watson Inc. now owns 1,201 shares of the company’s stock worth $254,000 after purchasing an additional 47 shares during the last quarter. Columbia Asset Management increased its position in Vanguard Small-Cap Value ETF by 3.3% in the 4th quarter. Columbia Asset Management now owns 1,573 shares of the company’s stock worth $333,000 after purchasing an additional 50 shares during the last quarter. Barnes Pettey Financial Advisors LLC increased its position in Vanguard Small-Cap Value ETF by 2.5% in the 4th quarter. Barnes Pettey Financial Advisors LLC now owns 2,038 shares of the company’s stock worth $432,000 after purchasing an additional 50 shares during the last quarter. Mcdonald Partners LLC increased its position in Vanguard Small-Cap Value ETF by 1.5% in the 4th quarter. Mcdonald Partners LLC now owns 3,434 shares of the company’s stock worth $727,000 after purchasing an additional 51 shares during the last quarter. Finally, Franklin Resources Inc. increased its holdings in shares of Vanguard Small-Cap Value ETF by 1.5% during the 3rd quarter. Franklin Resources Inc. now owns 3,566 shares of the company’s stock valued at $744,000 after acquiring an additional 51 shares during the last quarter.

Vanguard Small-Cap Value ETF Stock Performance

Shares of NYSEARCA VBR opened at $239.23 on Friday. The firm has a market cap of $35.87 billion, a price-to-earnings ratio of 14.99 and a beta of 0.96. The business’s 50-day simple moving average is $230.49 and its 200-day simple moving average is $223.95. Vanguard Small-Cap Value ETF has a 52 week low of $188.74 and a 52 week high of $239.51.

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.