Cannon Financial Strategists Inc. Invests $5.96 Million in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Cannon Financial Strategists Inc. purchased a new position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 32,665 shares of the company’s stock, valued at approximately $5,962,000. Vanguard Small-Cap Value ETF comprises about 1.1% of Cannon Financial Strategists Inc.’s portfolio, making the stock its 15th largest position.

Several other institutional investors have also modified their holdings of the company. SWAN Capital LLC lifted its position in shares of Vanguard Small-Cap Value ETF by 18.2% in the fourth quarter. SWAN Capital LLC now owns 47,741 shares of the company’s stock worth $8,592,000 after purchasing an additional 7,345 shares in the last quarter. Coastwise Capital Group LLC bought a new stake in shares of Vanguard Small-Cap Value ETF in the fourth quarter valued at approximately $220,000. American Trust boosted its position in shares of Vanguard Small-Cap Value ETF by 44.1% in the fourth quarter. American Trust now owns 3,408 shares of the company’s stock valued at $613,000 after acquiring an additional 1,043 shares during the period. Morningstar Investment Services LLC lifted its position in Vanguard Small-Cap Value ETF by 96.1% in the fourth quarter. Morningstar Investment Services LLC now owns 43,193 shares of the company’s stock worth $7,859,000 after purchasing an additional 21,164 shares during the period. Finally, CWM LLC lifted its position in Vanguard Small-Cap Value ETF by 1.8% in the first quarter. CWM LLC now owns 46,944 shares of the company’s stock worth $9,008,000 after purchasing an additional 848 shares during the period.

Vanguard Small-Cap Value ETF Price Performance

Shares of VBR stock opened at $198.98 on Wednesday. The stock has a market cap of $30.06 billion, a P/E ratio of 11.42 and a beta of 1.09. Vanguard Small-Cap Value ETF has a one year low of $148.75 and a one year high of $202.15. The stock has a fifty day moving average price of $194.02 and a 200 day moving average price of $188.53.

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.