Atomi Financial Group Inc. Has $1.45 Million Stock Position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Atomi Financial Group Inc. lifted its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 10.8% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 7,539 shares of the company’s stock after buying an additional 737 shares during the quarter. Atomi Financial Group Inc.’s holdings in Vanguard Small-Cap Value ETF were worth $1,447,000 at the end of the most recent reporting period.

Several other large investors also recently modified their holdings of the company. SWAN Capital LLC boosted its stake in Vanguard Small-Cap Value ETF by 18.2% during the fourth quarter. SWAN Capital LLC now owns 47,741 shares of the company’s stock worth $8,592,000 after acquiring an additional 7,345 shares in the last quarter. Pinnacle Wealth Management Advisory Group LLC bought a new position in shares of Vanguard Small-Cap Value ETF in the fourth quarter valued at $277,000. White Wing Wealth Management bought a new position in shares of Vanguard Small-Cap Value ETF in the fourth quarter valued at $3,584,000. Cornerstone Advisory LLC lifted its stake in shares of Vanguard Small-Cap Value ETF by 3.3% in the fourth quarter. Cornerstone Advisory LLC now owns 30,457 shares of the company’s stock valued at $5,481,000 after buying an additional 973 shares in the last quarter. Finally, RWA Wealth Partners LLC lifted its stake in shares of Vanguard Small-Cap Value ETF by 3.1% in the fourth quarter. RWA Wealth Partners LLC now owns 360,429 shares of the company’s stock valued at $64,866,000 after buying an additional 10,762 shares in the last quarter.

Vanguard Small-Cap Value ETF Price Performance

Shares of VBR stock traded up $1.89 on Monday, hitting $191.11. The stock had a trading volume of 272,183 shares, compared to its average volume of 495,442. The stock has a market cap of $28.87 billion, a price-to-earnings ratio of 11.42 and a beta of 1.09. The business has a 50 day moving average of $184.98 and a 200 day moving average of $182.60. Vanguard Small-Cap Value ETF has a 12-month low of $148.75 and a 12-month high of $192.44.

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.