Worth Asset Management LLC Makes New $981,000 Investment in Vanguard Small-Cap Value ETF $VBR

Worth Asset Management LLC acquired a new position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 4,246 shares of the company’s stock, valued at approximately $981,000.

Several other hedge funds have also recently bought and sold shares of VBR. Waller Financial Planning Group Inc. lifted its holdings in shares of Vanguard Small-Cap Value ETF by 5.1% during the 3rd quarter. Waller Financial Planning Group Inc. now owns 154,175 shares of the company’s stock worth $35,619,000 after acquiring an additional 7,471 shares during the period. Atmos Advisory LLC raised its position in Vanguard Small-Cap Value ETF by 0.6% during the third quarter. Atmos Advisory LLC now owns 34,878 shares of the company’s stock valued at $8,058,000 after purchasing an additional 207 shares in the last quarter. Legacy Private Trust Co. lifted its stake in Vanguard Small-Cap Value ETF by 3.1% during the third quarter. Legacy Private Trust Co. now owns 2,423 shares of the company’s stock worth $560,000 after purchasing an additional 72 shares during the last quarter. Eastern Bank boosted its holdings in shares of Vanguard Small-Cap Value ETF by 5.3% in the 3rd quarter. Eastern Bank now owns 1,589 shares of the company’s stock valued at $367,000 after purchasing an additional 80 shares in the last quarter. Finally, Heartwood Wealth Advisors LLC boosted its holdings in shares of Vanguard Small-Cap Value ETF by 0.5% in the 3rd quarter. Heartwood Wealth Advisors LLC now owns 20,695 shares of the company’s stock valued at $4,781,000 after purchasing an additional 108 shares in the last quarter.

Vanguard Small-Cap Value ETF Stock Down 1.2%

Shares of VBR traded down $2.73 during midday trading on Wednesday, hitting $232.55. The company’s stock had a trading volume of 140,679 shares, compared to its average volume of 319,195. Vanguard Small-Cap Value ETF has a one year low of $198.76 and a one year high of $251.85. The stock has a market capitalization of $35.35 billion, a price-to-earnings ratio of 14.99 and a beta of 0.97. The company’s fifty day simple moving average is $243.63 and its two-hundred day simple moving average is $236.88.

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. 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.