Vanguard Small-Cap Value ETF $VBR Shares Acquired by Clayton Financial Group LLC

Clayton Financial Group LLC grew its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 55.9% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 33,140 shares of the company’s stock after purchasing an additional 11,879 shares during the quarter. Vanguard Small-Cap Value ETF comprises approximately 5.1% of Clayton Financial Group LLC’s investment portfolio, making the stock its 5th largest position. Clayton Financial Group LLC’s holdings in Vanguard Small-Cap Value ETF were worth $6,917,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of the company. Blume Capital Management Inc. bought a new position in Vanguard Small-Cap Value ETF during the second quarter worth $29,000. Traub Capital Management LLC acquired a new stake in Vanguard Small-Cap Value ETF during the 2nd quarter worth about $30,000. Financial Gravity Companies Inc. bought a new position in shares of Vanguard Small-Cap Value ETF in the 2nd quarter worth about $33,000. Front Row Advisors LLC acquired a new position in shares of Vanguard Small-Cap Value ETF in the 2nd quarter valued at about $35,000. Finally, Heritage Wealth Advisors lifted its stake in shares of Vanguard Small-Cap Value ETF by 190.5% in the 2nd quarter. Heritage Wealth Advisors now owns 183 shares of the company’s stock valued at $36,000 after purchasing an additional 120 shares during the period.

Vanguard Small-Cap Value ETF Price Performance

NYSEARCA VBR opened at $215.30 on Friday. The stock has a market capitalization of $32.37 billion, a P/E ratio of 14.99 and a beta of 1.05. The business has a 50 day simple moving average of $209.53 and a 200 day simple moving average of $205.19. Vanguard Small-Cap Value ETF has a one year low of $160.23 and a one year high of $218.90.

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.