HB Wealth Management LLC Has $13.62 Million Stock Holdings in Vanguard Small-Cap Value ETF $VBR

HB Wealth Management LLC grew its holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 4.4% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 64,301 shares of the company’s stock after buying an additional 2,708 shares during the quarter. HB Wealth Management LLC’s holdings in Vanguard Small-Cap Value ETF were worth $13,618,000 as of its most recent filing with the SEC.

A number of other hedge funds also recently made changes to their positions in the business. World Equity Group Inc. raised its stake in shares of Vanguard Small-Cap Value ETF by 4.4% in the 3rd quarter. World Equity Group Inc. now owns 1,151 shares of the company’s stock valued at $240,000 after buying an additional 48 shares in the last quarter. Columbia Asset Management raised its stake in shares of 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 valued at $333,000 after buying an additional 50 shares in the last quarter. Franklin Resources Inc. raised its stake in shares of Vanguard Small-Cap Value ETF by 1.5% in the 3rd quarter. Franklin Resources Inc. now owns 3,566 shares of the company’s stock valued at $744,000 after buying an additional 51 shares in the last quarter. Bell Investment Advisors Inc raised its stake in shares of Vanguard Small-Cap Value ETF by 2.5% in the 3rd quarter. Bell Investment Advisors Inc now owns 2,152 shares of the company’s stock valued at $449,000 after buying an additional 52 shares in the last quarter. Finally, West Paces Advisors Inc. raised its stake in shares of Vanguard Small-Cap Value ETF by 10.4% in the 4th quarter. West Paces Advisors Inc. now owns 571 shares of the company’s stock valued at $121,000 after buying an additional 54 shares in the last quarter.

Vanguard Small-Cap Value ETF Stock Performance

Shares of VBR stock opened at $231.36 on Thursday. Vanguard Small-Cap Value ETF has a 52-week low of $175.62 and a 52-week high of $235.48. The stock has a market cap of $34.69 billion, a price-to-earnings ratio of 14.99 and a beta of 1.00. The firm has a fifty day moving average of $223.90 and a 200-day moving average of $217.56.

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.