55 North Private Wealth LLC Makes New $2.94 Million Investment in Vanguard Small-Cap Value ETF $VBR

55 North Private Wealth LLC bought a new stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 13,857 shares of the company’s stock, valued at approximately $2,935,000. Vanguard Small-Cap Value ETF comprises approximately 0.8% of 55 North Private Wealth LLC’s investment portfolio, making the stock its 21st largest position.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Asempa Wealth Advisors purchased a new stake in Vanguard Small-Cap Value ETF during the fourth quarter worth about $1,012,000. Aspiriant LLC increased its holdings in Vanguard Small-Cap Value ETF by 3.0% during the third quarter. Aspiriant LLC now owns 1,527,300 shares of the company’s stock worth $318,763,000 after buying an additional 43,846 shares during the last quarter. First Horizon Corp purchased a new stake in Vanguard Small-Cap Value ETF during the third quarter worth about $4,635,000. Whitaker Myers Wealth Managers LTD. increased its holdings in Vanguard Small-Cap Value ETF by 7.7% during the third quarter. Whitaker Myers Wealth Managers LTD. now owns 100,778 shares of the company’s stock worth $21,033,000 after buying an additional 7,230 shares during the last quarter. Finally, Atria Investments Inc increased its holdings in Vanguard Small-Cap Value ETF by 2.9% during the third quarter. Atria Investments Inc now owns 106,136 shares of the company’s stock worth $22,152,000 after buying an additional 3,006 shares during the last quarter.

Vanguard Small-Cap Value ETF Stock Performance

NYSEARCA VBR opened at $232.24 on Monday. Vanguard Small-Cap Value ETF has a 52-week low of $168.08 and a 52-week high of $235.48. The company has a 50-day simple moving average of $223.91 and a 200 day simple moving average of $217.15. The company has a market capitalization of $34.82 billion, a PE ratio of 14.99 and a beta of 1.00.

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.