BIP Wealth LLC Grows Position in Vanguard Small-Cap Value ETF $VBR

BIP Wealth LLC grew its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 14.9% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 28,191 shares of the company’s stock after acquiring an additional 3,650 shares during the quarter. BIP Wealth LLC’s holdings in Vanguard Small-Cap Value ETF were worth $5,884,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. Osaic Holdings Inc. increased its position in Vanguard Small-Cap Value ETF by 67.1% in the second quarter. Osaic Holdings Inc. now owns 812,288 shares of the company’s stock worth $156,323,000 after purchasing an additional 326,129 shares during the last quarter. Corient Private Wealth LLC grew its stake in shares of Vanguard Small-Cap Value ETF by 128.8% in the 2nd quarter. Corient Private Wealth LLC now owns 505,618 shares of the company’s stock worth $98,654,000 after buying an additional 284,655 shares in the last quarter. Assetmark Inc. grew its stake 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. Cetera Investment Advisers increased its holdings in shares of Vanguard Small-Cap Value ETF by 22.6% in the 2nd quarter. Cetera Investment Advisers now owns 880,807 shares of the company’s stock worth $171,766,000 after buying an additional 162,575 shares during the last quarter. Finally, Merit Financial Group LLC increased its holdings in shares of Vanguard Small-Cap Value ETF by 419.5% in the 2nd quarter. Merit Financial Group LLC now owns 169,586 shares of the company’s stock worth $33,071,000 after buying an additional 136,943 shares during the last quarter.

Vanguard Small-Cap Value ETF Trading Up 2.4%

Shares of NYSEARCA:VBR opened at $226.97 on Thursday. Vanguard Small-Cap Value ETF has a 12 month low of $160.23 and a 12 month high of $227.62. The company has a 50-day moving average price of $214.10 and a 200 day moving average price of $208.64. The company has a market cap of $34.52 billion, a price-to-earnings ratio of 14.99 and a beta of 1.05.

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. 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.