GeoWealth Management LLC Raises Stock Position in Vanguard Small-Cap Value ETF $VBR

GeoWealth Management LLC lifted its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 12.5% in the 2nd quarter, HoldingsChannel reports. The firm owned 34,793 shares of the company’s stock after buying an additional 3,861 shares during the quarter. GeoWealth Management LLC’s holdings in Vanguard Small-Cap Value ETF were worth $6,785,000 at the end of the most recent quarter.

A number of other large investors have also recently modified their holdings of the stock. Blume Capital Management Inc. purchased a new stake in Vanguard Small-Cap Value ETF in the second quarter worth about $29,000. Traub Capital Management LLC bought a new position in shares of Vanguard Small-Cap Value ETF in the 2nd quarter worth approximately $30,000. Financial Gravity Companies Inc. purchased a new position in shares of Vanguard Small-Cap Value ETF in the 2nd quarter valued at approximately $33,000. Heritage Wealth Advisors boosted its position in shares of Vanguard Small-Cap Value ETF by 190.5% during the second quarter. Heritage Wealth Advisors now owns 183 shares of the company’s stock valued at $36,000 after purchasing an additional 120 shares in the last quarter. Finally, Compass Financial Services Inc purchased a new stake in Vanguard Small-Cap Value ETF in the second quarter worth $38,000.

Vanguard Small-Cap Value ETF Trading Up 0.1%

VBR opened at $212.48 on Friday. The company has a market cap of $31.95 billion, a price-to-earnings ratio of 14.99 and a beta of 1.05. The stock has a fifty day simple moving average of $207.53 and a two-hundred day simple moving average of $202.58. Vanguard Small-Cap Value ETF has a 12-month low of $160.23 and a 12-month high of $214.95.

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.