Heritage Financial Services LLC Buys New Stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Heritage Financial Services LLC purchased a new position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 1,260 shares of the company’s stock, valued at approximately $250,000.

A number of other large investors have also made changes to their positions in the business. Team Hewins LLC purchased a new position in Vanguard Small-Cap Value ETF during the 4th quarter worth $450,000. JPMorgan Chase & Co. grew its position in Vanguard Small-Cap Value ETF by 8.1% during the 3rd quarter. JPMorgan Chase & Co. now owns 588,406 shares of the company’s stock worth $118,140,000 after purchasing an additional 44,114 shares during the last quarter. Diversified Portfolios Inc. increased its stake in Vanguard Small-Cap Value ETF by 1.5% during the 3rd quarter. Diversified Portfolios Inc. now owns 13,137 shares of the company’s stock valued at $2,638,000 after purchasing an additional 200 shares in the last quarter. Aspiriant LLC raised its holdings in shares of Vanguard Small-Cap Value ETF by 42.1% in the fourth quarter. Aspiriant LLC now owns 1,224,131 shares of the company’s stock worth $242,598,000 after buying an additional 362,906 shares during the last quarter. Finally, Global Retirement Partners LLC increased its position in shares of Vanguard Small-Cap Value ETF by 4.8% in the 3rd quarter. Global Retirement Partners LLC now owns 8,877 shares of the company’s stock valued at $1,782,000 after acquiring an additional 409 shares during the period.

Vanguard Small-Cap Value ETF Stock Up 1.0 %

Shares of NYSEARCA:VBR opened at $207.19 on Friday. The business has a 50-day moving average price of $205.53 and a 200-day moving average price of $200.37. The stock has a market cap of $31.30 billion, a price-to-earnings ratio of 11.42 and a beta of 1.09. Vanguard Small-Cap Value ETF has a 52-week low of $173.32 and a 52-week 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.