BCR Wealth Strategies LLC Takes Position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

BCR Wealth Strategies LLC bought a new stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor bought 1,056 shares of the company’s stock, valued at approximately $209,000. Vanguard Small-Cap Value ETF makes up 0.1% of BCR Wealth Strategies LLC’s investment portfolio, making the stock its 25th biggest position.

A number of other institutional investors have also modified their holdings of VBR. Sunbelt Securities Inc. acquired a new stake in Vanguard Small-Cap Value ETF during the third quarter worth about $25,000. Teachers Insurance & Annuity Association of America bought a new position in Vanguard Small-Cap Value ETF in the 3rd quarter worth about $26,000. FSA Wealth Management LLC bought a new position in Vanguard Small-Cap Value ETF in the 3rd quarter worth about $28,000. Eastern Bank bought a new position in shares of Vanguard Small-Cap Value ETF in the fourth quarter valued at approximately $32,000. Finally, Planning Capital Management Corp bought a new position in shares of Vanguard Small-Cap Value ETF in the third quarter valued at approximately $34,000.

Vanguard Small-Cap Value ETF Price Performance

Vanguard Small-Cap Value ETF stock opened at $203.56 on Wednesday. Vanguard Small-Cap Value ETF has a 12-month low of $174.19 and a 12-month high of $219.01. The stock has a market capitalization of $30.75 billion, a PE ratio of 11.42 and a beta of 1.09. The firm has a 50 day simple moving average of $203.81 and a 200-day simple moving average of $201.05.

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.