Blue Trust Inc. Boosts Stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Blue Trust Inc. raised its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 118.5% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 6,034 shares of the company’s stock after buying an additional 3,272 shares during the period. Blue Trust Inc.’s holdings in Vanguard Small-Cap Value ETF were worth $1,158,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Center for Financial Planning Inc. increased its stake in Vanguard Small-Cap Value ETF by 0.8% in the 2nd quarter. Center for Financial Planning Inc. now owns 245,894 shares of the company’s stock valued at $44,881,000 after buying an additional 1,961 shares during the last quarter. TruNorth Capital Management LLC increased its stake in Vanguard Small-Cap Value ETF by 308.4% in the 2nd quarter. TruNorth Capital Management LLC now owns 5,403 shares of the company’s stock valued at $986,000 after buying an additional 4,080 shares during the last quarter. Evolution Wealth Advisors LLC increased its stake in Vanguard Small-Cap Value ETF by 21.7% in the 2nd quarter. Evolution Wealth Advisors LLC now owns 8,060 shares of the company’s stock valued at $1,471,000 after buying an additional 1,435 shares during the last quarter. NorthLanding Financial Partners LLC increased its stake in Vanguard Small-Cap Value ETF by 0.8% in the 2nd quarter. NorthLanding Financial Partners LLC now owns 11,871 shares of the company’s stock valued at $2,167,000 after buying an additional 96 shares during the last quarter. Finally, TriaGen Wealth Management LLC increased its stake in Vanguard Small-Cap Value ETF by 3.5% in the 2nd quarter. TriaGen Wealth Management LLC now owns 18,538 shares of the company’s stock valued at $3,384,000 after buying an additional 634 shares during the last quarter.

Vanguard Small-Cap Value ETF Trading Up 0.2 %

Shares of VBR stock traded up $0.46 during trading hours on Friday, hitting $191.96. 222,188 shares of the company were exchanged, compared to its average volume of 486,270. The firm has a fifty day simple moving average of $186.98 and a 200 day simple moving average of $185.02. Vanguard Small-Cap Value ETF has a 52-week low of $148.75 and a 52-week high of $201.31. The stock has a market capitalization of $29.00 billion, a price-to-earnings ratio of 11.42 and a beta of 1.09.

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.