Worth Asset Management LLC bought a new stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 12,620 shares of the company’s stock, valued at approximately $2,501,000. Vanguard Small-Cap Value ETF accounts for about 1.3% of Worth Asset Management LLC’s portfolio, making the stock its 18th biggest holding.
Several other institutional investors have also recently made changes to their positions in VBR. Centennial Bank AR boosted its stake in Vanguard Small-Cap Value ETF by 1.8% in the 3rd quarter. Centennial Bank AR now owns 2,800 shares of the company’s stock worth $562,000 after purchasing an additional 50 shares during the period. Forum Financial Management LP boosted its position in shares of Vanguard Small-Cap Value ETF by 0.4% in the third quarter. Forum Financial Management LP now owns 14,311 shares of the company’s stock valued at $2,873,000 after acquiring an additional 51 shares during the period. Verdence Capital Advisors LLC increased its holdings in Vanguard Small-Cap Value ETF by 1.9% during the 3rd quarter. Verdence Capital Advisors LLC now owns 2,717 shares of the company’s stock worth $546,000 after acquiring an additional 51 shares during the period. Summit Wealth Partners LLC lifted its stake in Vanguard Small-Cap Value ETF by 2.4% in the 3rd quarter. Summit Wealth Partners LLC now owns 2,189 shares of the company’s stock worth $440,000 after purchasing an additional 52 shares in the last quarter. Finally, Farmers & Merchants Investments Inc. boosted its holdings in Vanguard Small-Cap Value ETF by 0.6% in the 3rd quarter. Farmers & Merchants Investments Inc. now owns 9,530 shares of the company’s stock valued at $1,913,000 after purchasing an additional 53 shares during the period.
Vanguard Small-Cap Value ETF Trading Down 0.4 %
Shares of Vanguard Small-Cap Value ETF stock traded down $0.72 during trading on Wednesday, hitting $197.80. The stock had a trading volume of 222,189 shares, compared to its average volume of 801,980. Vanguard Small-Cap Value ETF has a 12 month low of $171.31 and a 12 month high of $219.01. The firm has a market cap of $29.88 billion, a price-to-earnings ratio of 11.42 and a beta of 1.09. The business’s 50-day moving average is $206.73 and its 200 day moving average is $198.19.
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.
Featured Stories
- Five stocks we like better than Vanguard Small-Cap Value ETF
- What is a SEC Filing?
- Moderna Shares Spike on H5N1 News—What’s Next for Investors?
- The Role Economic Reports Play in a Successful Investment Strategy
- Nebius Group (NBIS): A Small-Cap Backed by NVIDIA
- Using the MarketBeat Dividend Tax Calculator
- Natural Gas Demand to Surge: Top 3 Stocks and ETFs to Consider
Receive News & Ratings for Vanguard Small-Cap Value ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Vanguard Small-Cap Value ETF and related companies with MarketBeat.com's FREE daily email newsletter.