Vanguard Small-Cap Value ETF (NYSEARCA:VBR) Shares Bought by Wells Trecaso Financial Group LLC

Wells Trecaso Financial Group LLC increased its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 1.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 15,085 shares of the company’s stock after purchasing an additional 227 shares during the quarter. Vanguard Small-Cap Value ETF accounts for approximately 1.0% of Wells Trecaso Financial Group LLC’s investment portfolio, making the stock its 27th largest holding. Wells Trecaso Financial Group LLC’s holdings in Vanguard Small-Cap Value ETF were worth $2,990,000 at the end of the most recent quarter.

Other large investors have also recently bought and sold shares of the company. Assetmark Inc. lifted its stake in Vanguard Small-Cap Value ETF by 3.8% during the 3rd quarter. Assetmark Inc. now owns 3,817,544 shares of the company’s stock valued at $766,487,000 after acquiring an additional 139,196 shares during the period. Captrust Financial Advisors raised its holdings in shares of Vanguard Small-Cap Value ETF by 655.6% during the third quarter. Captrust Financial Advisors now owns 1,548,368 shares of the company’s stock worth $310,881,000 after purchasing an additional 1,343,457 shares during the last quarter. Axiom Advisory LLC lifted its position in Vanguard Small-Cap Value ETF by 7.6% during the third quarter. Axiom Advisory LLC now owns 1,452,124 shares of the company’s stock valued at $279,093,000 after purchasing an additional 102,423 shares during the period. World Investment Advisors LLC boosted its holdings in Vanguard Small-Cap Value ETF by 24,002.3% in the third quarter. World Investment Advisors LLC now owns 1,373,829 shares of the company’s stock valued at $275,837,000 after purchasing an additional 1,368,129 shares during the last quarter. Finally, LPL Financial LLC grew its position in Vanguard Small-Cap Value ETF by 7.0% during the 3rd quarter. LPL Financial LLC now owns 1,230,640 shares of the company’s stock worth $247,088,000 after purchasing an additional 80,279 shares during the period.

Vanguard Small-Cap Value ETF Stock Up 0.1 %

Shares of VBR stock opened at $206.52 on Friday. Vanguard Small-Cap Value ETF has a 52-week low of $173.32 and a 52-week high of $219.01. The stock has a market cap of $31.19 billion, a PE ratio of 11.42 and a beta of 1.09. The business has a 50-day simple moving average of $205.68 and a 200-day simple moving average of $199.60.

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.