Curio Wealth LLC Makes New $108,000 Investment in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Curio Wealth LLC purchased a new stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) during the fourth quarter, Holdings Channel.com reports. The institutional investor purchased 547 shares of the company’s stock, valued at approximately $108,000.

Other large investors also recently modified their holdings of the company. Team Hewins LLC acquired a new position in shares of Vanguard Small-Cap Value ETF during the fourth quarter valued at $450,000. Wealth Management Nebraska acquired a new position in shares of Vanguard Small-Cap Value ETF during the fourth quarter valued at $510,000. JPMorgan Chase & Co. increased its holdings 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 valued at $118,140,000 after purchasing an additional 44,114 shares during the period. Compass Capital Corp MA ADV acquired a new position in shares of Vanguard Small-Cap Value ETF during the fourth quarter valued at $870,000. Finally, Fisher Asset Management LLC acquired a new position in shares of Vanguard Small-Cap Value ETF during the fourth quarter valued at $218,000.

Vanguard Small-Cap Value ETF Stock Performance

Shares of VBR opened at $187.23 on Monday. The firm has a market capitalization of $100.18 billion, a price-to-earnings ratio of 15.39 and a beta of 1.16. Vanguard Small-Cap Value ETF has a one year low of $177.15 and a one year high of $219.01. The stock’s fifty day moving average is $199.58 and its 200-day moving average is $201.72.

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.