Brindle & Bay Financial Advisors LLC Takes $3.19 Million Position in Vanguard Small-Cap Value ETF $VBR

Brindle & Bay Financial Advisors LLC bought a new stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 15,076 shares of the company’s stock, valued at approximately $3,193,000. Vanguard Small-Cap Value ETF comprises about 2.1% of Brindle & Bay Financial Advisors LLC’s holdings, making the stock its 13th biggest position.

A number of other hedge funds have also recently modified their holdings of the business. Bank of America Corp DE grew its stake in shares of Vanguard Small-Cap Value ETF by 1.4% during the third quarter. Bank of America Corp DE now owns 15,438,804 shares of the company’s stock valued at $3,222,233,000 after buying an additional 209,142 shares during the last quarter. Assetmark Inc. grew its stake in shares of Vanguard Small-Cap Value ETF by 2.7% during the fourth quarter. Assetmark Inc. now owns 4,379,433 shares of the company’s stock valued at $927,520,000 after buying an additional 113,412 shares during the last quarter. Aspiriant LLC grew its stake in shares of Vanguard Small-Cap Value ETF by 6.1% during the fourth quarter. Aspiriant LLC now owns 1,620,708 shares of the company’s stock valued at $343,249,000 after buying an additional 93,408 shares during the last quarter. Sei Investments Co. grew its stake in shares of Vanguard Small-Cap Value ETF by 1.8% during the third quarter. Sei Investments Co. now owns 1,452,261 shares of the company’s stock valued at $303,097,000 after buying an additional 25,434 shares during the last quarter. Finally, Captrust Financial Advisors grew its stake in shares of Vanguard Small-Cap Value ETF by 7.7% during the third quarter. Captrust Financial Advisors now owns 1,224,488 shares of the company’s stock valued at $255,563,000 after buying an additional 87,902 shares during the last quarter.

Vanguard Small-Cap Value ETF Stock Performance

VBR opened at $230.89 on Friday. The stock has a market cap of $34.62 billion, a price-to-earnings ratio of 14.99 and a beta of 1.00. The stock’s 50 day moving average price is $223.94 and its 200-day moving average price is $217.86. Vanguard Small-Cap Value ETF has a one year low of $176.06 and a one year high of $235.48.

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.