Flywheel Private Wealth LLC Acquires 3,932 Shares of Vanguard Small-Cap Value ETF $VBR

Flywheel Private Wealth LLC raised its holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 7.4% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 57,287 shares of the company’s stock after buying an additional 3,932 shares during the quarter. Vanguard Small-Cap Value ETF accounts for approximately 9.3% of Flywheel Private Wealth LLC’s holdings, making the stock its 2nd biggest holding. Flywheel Private Wealth LLC’s holdings in Vanguard Small-Cap Value ETF were worth $11,956,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Park Avenue Securities LLC bought a new stake in Vanguard Small-Cap Value ETF in the second quarter valued at about $78,434,000. Osaic Holdings Inc. boosted its holdings in Vanguard Small-Cap Value ETF by 67.1% during the second quarter. Osaic Holdings Inc. now owns 812,288 shares of the company’s stock valued at $156,323,000 after purchasing an additional 326,129 shares in the last quarter. Corient Private Wealth LLC boosted its holdings in Vanguard Small-Cap Value ETF by 128.8% during the second quarter. Corient Private Wealth LLC now owns 505,618 shares of the company’s stock valued at $98,654,000 after purchasing an additional 284,655 shares in the last quarter. Focus Partners Wealth grew its stake in shares of Vanguard Small-Cap Value ETF by 41.5% in the 1st quarter. Focus Partners Wealth now owns 667,709 shares of the company’s stock valued at $124,388,000 after purchasing an additional 195,694 shares during the period. Finally, Assetmark Inc. raised its holdings in shares of Vanguard Small-Cap Value ETF by 4.4% in the 2nd quarter. Assetmark Inc. now owns 4,360,477 shares of the company’s stock worth $850,337,000 after buying an additional 185,712 shares in the last quarter.

Vanguard Small-Cap Value ETF Price Performance

Shares of VBR stock opened at $215.25 on Monday. The stock’s fifty day simple moving average is $208.82 and its 200 day simple moving average is $204.70. Vanguard Small-Cap Value ETF has a one year low of $160.23 and a one year high of $218.90. The firm has a market cap of $32.36 billion, a price-to-earnings ratio of 14.99 and a beta of 1.05.

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.