Vanguard Small-Cap Value ETF $VBR Stock Position Lifted by Performa Ltd US LLC

Performa Ltd US LLC increased its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 12.5% in the first quarter, HoldingsChannel reports. The fund owned 98,553 shares of the company’s stock after purchasing an additional 10,940 shares during the period. Vanguard Small-Cap Value ETF makes up about 4.8% of Performa Ltd US LLC’s portfolio, making the stock its 6th biggest position. Performa Ltd US LLC’s holdings in Vanguard Small-Cap Value ETF were worth $21,411,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors also recently modified their holdings of the company. TCI Wealth Advisors Inc. grew its position in Vanguard Small-Cap Value ETF by 1.5% during the 1st quarter. TCI Wealth Advisors Inc. now owns 3,015 shares of the company’s stock worth $655,000 after acquiring an additional 44 shares during the last quarter. Hazlett Burt & Watson Inc. increased its stake in Vanguard Small-Cap Value ETF by 4.1% in the 4th quarter. Hazlett Burt & Watson Inc. now owns 1,201 shares of the company’s stock worth $254,000 after purchasing an additional 47 shares during the period. Horizon Investment Services LLC increased its stake in Vanguard Small-Cap Value ETF by 3.3% in the 4th quarter. Horizon Investment Services LLC now owns 1,470 shares of the company’s stock worth $311,000 after purchasing an additional 47 shares during the period. Echo45 Advisors LLC lifted its position in Vanguard Small-Cap Value ETF by 0.3% in the first quarter. Echo45 Advisors LLC now owns 17,686 shares of the company’s stock valued at $3,842,000 after purchasing an additional 47 shares during the last quarter. Finally, WealthShield Partners LLC lifted its position in Vanguard Small-Cap Value ETF by 0.3% in the first quarter. WealthShield Partners LLC now owns 15,614 shares of the company’s stock valued at $3,390,000 after purchasing an additional 47 shares during the last quarter.

Vanguard Small-Cap Value ETF Stock Performance

NYSEARCA:VBR opened at $244.12 on Friday. The firm has a market cap of $37.06 billion, a PE ratio of 14.99 and a beta of 0.96. Vanguard Small-Cap Value ETF has a fifty-two week low of $193.00 and a fifty-two week high of $246.87. The business has a 50 day moving average price of $237.48 and a 200-day moving average price of $229.01.

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. 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.