Trust Point Inc. Grows Position in Vanguard Small-Cap Value ETF $VBR

Trust Point Inc. lifted its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 22.0% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 23,725 shares of the company’s stock after purchasing an additional 4,283 shares during the period. Trust Point Inc.’s holdings in Vanguard Small-Cap Value ETF were worth $4,952,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in VBR. Blume Capital Management Inc. acquired a new stake in shares of Vanguard Small-Cap Value ETF during the 2nd quarter valued at approximately $29,000. Traub Capital Management LLC purchased a new position in Vanguard Small-Cap Value ETF in the 2nd quarter valued at approximately $30,000. Financial Gravity Companies Inc. acquired a new position in Vanguard Small-Cap Value ETF during the second quarter worth $33,000. Front Row Advisors LLC acquired a new position in Vanguard Small-Cap Value ETF during the second quarter worth $35,000. Finally, Heritage Wealth Advisors boosted its position in Vanguard Small-Cap Value ETF by 190.5% during the second quarter. Heritage Wealth Advisors now owns 183 shares of the company’s stock worth $36,000 after purchasing an additional 120 shares in the last quarter.

Vanguard Small-Cap Value ETF Stock Up 0.2%

NYSEARCA:VBR opened at $215.25 on Friday. Vanguard Small-Cap Value ETF has a 52-week low of $160.23 and a 52-week high of $218.90. The stock has a fifty day simple moving average of $208.82 and a 200-day simple moving average of $204.59. The company has a market capitalization of $32.36 billion, a PE ratio of 14.99 and a beta of 1.05.

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. 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.