Capital Performance Advisors LLP Has $2.83 Million Holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Capital Performance Advisors LLP boosted its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 1.3% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 14,085 shares of the company’s stock after acquiring an additional 184 shares during the quarter. Vanguard Small-Cap Value ETF accounts for 0.9% of Capital Performance Advisors LLP’s portfolio, making the stock its 17th largest position. Capital Performance Advisors LLP’s holdings in Vanguard Small-Cap Value ETF were worth $2,828,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Oppenheimer & Co. Inc. grew its stake in Vanguard Small-Cap Value ETF by 4.3% in the 1st quarter. Oppenheimer & Co. Inc. now owns 5,254 shares of the company’s stock valued at $1,008,000 after buying an additional 215 shares during the last quarter. Facet Wealth Inc. grew its position in shares of Vanguard Small-Cap Value ETF by 13.6% in the first quarter. Facet Wealth Inc. now owns 57,456 shares of the company’s stock valued at $10,713,000 after purchasing an additional 6,899 shares during the last quarter. Smithfield Trust Co lifted its holdings in Vanguard Small-Cap Value ETF by 4.7% during the 1st quarter. Smithfield Trust Co now owns 5,111 shares of the company’s stock worth $980,000 after purchasing an additional 231 shares during the last quarter. Atomi Financial Group Inc. boosted its stake in Vanguard Small-Cap Value ETF by 10.8% in the 1st quarter. Atomi Financial Group Inc. now owns 7,539 shares of the company’s stock valued at $1,447,000 after purchasing an additional 737 shares during the period. Finally, SilverOak Wealth Management LLC acquired a new position in Vanguard Small-Cap Value ETF in the 1st quarter valued at $231,000.

Vanguard Small-Cap Value ETF Trading Up 0.2 %

VBR stock traded up $0.38 during trading hours on Friday, hitting $211.30. 67,702 shares of the stock were exchanged, compared to its average volume of 467,331. The company has a 50-day simple moving average of $199.07 and a two-hundred day simple moving average of $191.41. The firm has a market capitalization of $31.92 billion, a P/E ratio of 11.42 and a beta of 1.09. Vanguard Small-Cap Value ETF has a 12 month low of $154.40 and a 12 month high of $212.60.

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.