Synergy Investment Management LLC Makes New Investment in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Synergy Investment Management LLC purchased a new stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 1,005 shares of the company’s stock, valued at approximately $199,000.

Several other institutional investors have also recently made changes to their positions in the business. Steward Partners Investment Advisory LLC increased its holdings in Vanguard Small-Cap Value ETF by 4.3% during the fourth quarter. Steward Partners Investment Advisory LLC now owns 82,417 shares of the company’s stock valued at $16,333,000 after buying an additional 3,434 shares during the last quarter. Meridian Wealth Management LLC grew its position in shares of Vanguard Small-Cap Value ETF by 4.0% during the 4th quarter. Meridian Wealth Management LLC now owns 54,330 shares of the company’s stock valued at $10,767,000 after acquiring an additional 2,097 shares during the period. Keystone Wealth Services LLC purchased a new stake in shares of Vanguard Small-Cap Value ETF in the 4th quarter worth $259,000. Fidelis Capital Partners LLC raised its holdings in Vanguard Small-Cap Value ETF by 15.8% in the 4th quarter. Fidelis Capital Partners LLC now owns 2,415 shares of the company’s stock worth $490,000 after purchasing an additional 330 shares during the period. Finally, SBI Securities Co. Ltd. purchased a new position in Vanguard Small-Cap Value ETF during the fourth quarter valued at $482,000.

Vanguard Small-Cap Value ETF Stock Down 2.1 %

NYSEARCA VBR opened at $193.61 on Tuesday. The stock’s 50-day moving average price is $201.56 and its 200-day moving average price is $202.15. The company has a market capitalization of $101.62 billion, a P/E ratio of 16.22 and a beta of 1.16. Vanguard Small-Cap Value ETF has a 52 week low of $177.15 and a 52 week high of $219.01.

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.