Perfromance Wealth Partners LLC Makes New $209,000 Investment in Vanguard Small-Cap Value ETF $VBR

Perfromance Wealth Partners LLC bought a new position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) during the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund bought 1,071 shares of the company’s stock, valued at approximately $209,000.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. ORG Partners LLC lifted its holdings in Vanguard Small-Cap Value ETF by 3,180.0% during the first quarter. ORG Partners LLC now owns 164 shares of the company’s stock worth $31,000 after acquiring an additional 159 shares in the last quarter. Wayfinding Financial LLC bought a new position in Vanguard Small-Cap Value ETF during the first quarter worth about $35,000. JNBA Financial Advisors raised its stake in shares of Vanguard Small-Cap Value ETF by 137.2% in the 2nd quarter. JNBA Financial Advisors now owns 204 shares of the company’s stock valued at $40,000 after purchasing an additional 118 shares during the period. Clearstead Trust LLC raised its stake in shares of Vanguard Small-Cap Value ETF by 388.2% in the 1st quarter. Clearstead Trust LLC now owns 249 shares of the company’s stock valued at $46,000 after purchasing an additional 198 shares during the period. Finally, Retirement Wealth Solutions LLC acquired a new stake in shares of Vanguard Small-Cap Value ETF in the 2nd quarter valued at about $49,000.

Vanguard Small-Cap Value ETF Price Performance

VBR opened at $207.60 on Wednesday. The business’s 50-day moving average price is $207.28 and its two-hundred day moving average price is $195.35. Vanguard Small-Cap Value ETF has a 1 year low of $160.23 and a 1 year high of $219.01. The company has a market capitalization of $31.21 billion, a price-to-earnings ratio of 14.99 and a beta of 1.15.

Vanguard Small-Cap Value ETF Company 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.