Dopkins Wealth Management LLC Increases Stock Position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Dopkins Wealth Management LLC lifted its holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 12.2% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 2,996 shares of the company’s stock after acquiring an additional 325 shares during the quarter. Dopkins Wealth Management LLC’s holdings in Vanguard Small-Cap Value ETF were worth $594,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Team Hewins LLC acquired a new stake in shares of Vanguard Small-Cap Value ETF in the fourth quarter worth $450,000. Wealth Management Nebraska acquired a new stake in Vanguard Small-Cap Value ETF during the fourth quarter valued at $510,000. JPMorgan Chase & Co. grew its position in Vanguard Small-Cap Value ETF by 8.1% during 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 period. Compass Capital Corp MA ADV acquired a new stake in Vanguard Small-Cap Value ETF during the fourth quarter valued at $870,000. Finally, Fisher Asset Management LLC acquired a new stake in Vanguard Small-Cap Value ETF during the fourth quarter valued at $218,000.

Vanguard Small-Cap Value ETF Stock Performance

VBR stock opened at $189.74 on Tuesday. The firm has a market cap of $101.52 billion, a PE ratio of 15.39 and a beta of 1.16. The firm’s fifty day moving average is $199.39 and its 200 day moving average is $201.67. Vanguard Small-Cap Value ETF has a one year low of $177.15 and a one year high of $219.01.

About Vanguard Small-Cap Value ETF

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.