Vanguard Small-Cap Value ETF (NYSEARCA:VBR) Shares Acquired by Iron Horse Wealth Management LLC

Iron Horse Wealth Management LLC increased its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 2.7% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 49,914 shares of the company’s stock after purchasing an additional 1,333 shares during the quarter. Vanguard Small-Cap Value ETF accounts for about 3.3% of Iron Horse Wealth Management LLC’s investment portfolio, making the stock its 13th largest holding. Iron Horse Wealth Management LLC’s holdings in Vanguard Small-Cap Value ETF were worth $9,892,000 at the end of the most recent quarter.

Other hedge funds have also recently added to or reduced their stakes in the company. Team Hewins LLC bought a new stake in shares of Vanguard Small-Cap Value ETF in the 4th quarter worth approximately $450,000. JPMorgan Chase & Co. lifted its stake in Vanguard Small-Cap Value ETF by 8.1% in the third quarter. JPMorgan Chase & Co. now owns 588,406 shares of the company’s stock valued at $118,140,000 after buying an additional 44,114 shares during the last quarter. Diversified Portfolios Inc. boosted its holdings in shares of Vanguard Small-Cap Value ETF by 1.5% during the third quarter. Diversified Portfolios Inc. now owns 13,137 shares of the company’s stock valued at $2,638,000 after acquiring an additional 200 shares during the period. Aspiriant LLC grew its position in shares of Vanguard Small-Cap Value ETF by 42.1% during the fourth quarter. Aspiriant LLC now owns 1,224,131 shares of the company’s stock worth $242,598,000 after acquiring an additional 362,906 shares during the last quarter. Finally, Global Retirement Partners LLC increased its holdings in shares of Vanguard Small-Cap Value ETF by 4.8% in the 3rd quarter. Global Retirement Partners LLC now owns 8,877 shares of the company’s stock worth $1,782,000 after acquiring an additional 409 shares during the period.

Vanguard Small-Cap Value ETF Stock Up 0.1 %

Vanguard Small-Cap Value ETF stock opened at $205.28 on Friday. Vanguard Small-Cap Value ETF has a 52-week low of $174.19 and a 52-week high of $219.01. The firm has a market capitalization of $31.01 billion, a price-to-earnings ratio of 11.42 and a beta of 1.09. The firm has a 50-day moving average price of $204.52 and a two-hundred day moving average price of $200.77.

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.