Discipline Wealth Solutions LLC Boosts Stock Position in Vanguard Small-Cap Value ETF $VBR

Discipline Wealth Solutions LLC raised its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 172.0% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 237,724 shares of the company’s stock after acquiring an additional 150,327 shares during the period. Vanguard Small-Cap Value ETF comprises approximately 5.4% of Discipline Wealth Solutions LLC’s investment portfolio, making the stock its 3rd largest holding. Discipline Wealth Solutions LLC’s holdings in Vanguard Small-Cap Value ETF were worth $51,645,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also recently modified their holdings of VBR. Motiv8 Investments LLC bought a new stake in Vanguard Small-Cap Value ETF during the fourth quarter worth $29,000. Birchbrook Inc. purchased a new stake in Vanguard Small-Cap Value ETF during the fourth quarter valued at about $30,000. Modus Advisors LLC purchased a new stake in shares of Vanguard Small-Cap Value ETF during the 4th quarter valued at approximately $30,000. Toth Financial Advisory Corp purchased a new stake in shares of Vanguard Small-Cap Value ETF during the fourth quarter worth $36,000. Finally, Strive Financial Group LLC purchased a new stake in Vanguard Small-Cap Value ETF during the 4th quarter worth about $38,000.

Vanguard Small-Cap Value ETF Trading Up 0.2%

VBR stock opened at $238.83 on Tuesday. The firm has a 50 day moving average of $233.09 and a 200-day moving average of $225.39. Vanguard Small-Cap Value ETF has a 12 month low of $188.95 and a 12 month high of $244.00. The firm has a market capitalization of $35.81 billion, a P/E ratio of 14.99 and a beta of 0.96.

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. The Fund attempts to replicate the target Index by investing all, or substantially all, of its assets in the stocks that make up the Index, holding each stock in approximately the same proportion as its weighting in the Index.