Vanguard Small-Cap Value ETF (NYSEARCA:VBR) Shares Acquired by Octavia Wealth Advisors LLC

Octavia Wealth Advisors LLC increased its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 3.4% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 79,934 shares of the company’s stock after buying an additional 2,629 shares during the quarter. Vanguard Small-Cap Value ETF comprises 2.5% of Octavia Wealth Advisors LLC’s portfolio, making the stock its 15th largest position. Octavia Wealth Advisors LLC’s holdings in Vanguard Small-Cap Value ETF were worth $14,386,000 as of its most recent filing with the SEC.

A number of other large investors have also modified their holdings of VBR. Highlander Capital Management LLC bought a new position in Vanguard Small-Cap Value ETF during the 4th quarter worth approximately $25,000. PCA Investment Advisory Services Inc. bought a new position in Vanguard Small-Cap Value ETF during the 2nd quarter worth approximately $29,000. First Financial Corp IN bought a new position in Vanguard Small-Cap Value ETF during the 3rd quarter worth approximately $29,000. Impact Partnership Wealth LLC lifted its holdings in Vanguard Small-Cap Value ETF by 252.8% during the 3rd quarter. Impact Partnership Wealth LLC now owns 187 shares of the company’s stock worth $30,000 after buying an additional 134 shares during the last quarter. Finally, Deutsche Bank AG bought a new position in Vanguard Small-Cap Value ETF during the 1st quarter worth approximately $30,000.

Vanguard Small-Cap Value ETF Stock Down 0.5 %

NYSEARCA:VBR traded down $0.95 during trading hours on Tuesday, reaching $178.89. 209,717 shares of the stock were exchanged, compared to its average volume of 574,984. The firm has a 50 day simple moving average of $183.87 and a 200-day simple moving average of $173.04. Vanguard Small-Cap Value ETF has a 52 week low of $148.75 and a 52 week high of $192.44. The stock has a market capitalization of $27.02 billion, a P/E ratio of 11.50 and a beta of 1.09.

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.