Old North State Wealth Management LLC Buys Shares of 1,879 Vanguard Small-Cap Value ETF $VBR

Old North State Wealth Management LLC acquired a new stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 1,879 shares of the company’s stock, valued at approximately $367,000.

Other institutional investors have also made changes to their positions in the company. ORG Partners LLC lifted its position in Vanguard Small-Cap Value ETF by 3,180.0% during the 1st quarter. ORG Partners LLC now owns 164 shares of the company’s stock worth $31,000 after acquiring an additional 159 shares during the last quarter. Wayfinding Financial LLC bought a new stake in shares of Vanguard Small-Cap Value ETF in the 1st quarter worth approximately $35,000. Park Square Financial Group LLC bought a new position in Vanguard Small-Cap Value ETF in the fourth quarter worth $38,000. Clearstead Trust LLC lifted its holdings in shares of Vanguard Small-Cap Value ETF by 388.2% during the 1st quarter. Clearstead Trust LLC now owns 249 shares of the company’s stock worth $46,000 after acquiring an additional 198 shares during the period. Finally, Financial Gravity Asset Management Inc. acquired a new stake in Vanguard Small-Cap Value ETF during the first quarter valued at approximately $48,000.

Vanguard Small-Cap Value ETF Stock Down 0.9%

NYSEARCA:VBR opened at $207.22 on Friday. The firm has a market cap of $31.23 billion, a PE ratio of 14.99 and a beta of 1.15. The company’s 50-day moving average price is $205.29 and its two-hundred day moving average price is $193.53. Vanguard Small-Cap Value ETF has a 12 month low of $160.23 and a 12 month high of $219.01.

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.