AlTi Global Inc. Invests $701,000 in Vanguard Small-Cap Value ETF $VBR

AlTi Global Inc. acquired a new stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 3,225 shares of the company’s stock, valued at approximately $701,000.

Several other hedge funds and other institutional investors have also modified their holdings of the stock. Greenwood Gearhart LLC acquired a new position in Vanguard Small-Cap Value ETF in the 1st quarter valued at approximately $671,000. Performa Ltd US LLC lifted its position in Vanguard Small-Cap Value ETF by 12.5% in the first quarter. Performa Ltd US LLC now owns 98,553 shares of the company’s stock worth $21,411,000 after purchasing an additional 10,940 shares during the period. Crescent Grove Advisors LLC bought a new position in Vanguard Small-Cap Value ETF in the first quarter worth $201,000. Ceera Investments LLC increased its holdings in Vanguard Small-Cap Value ETF by 5.8% in the 1st quarter. Ceera Investments LLC now owns 2,093 shares of the company’s stock valued at $455,000 after buying an additional 115 shares during the period. Finally, Aire Advisors LLC raised its stake in shares of Vanguard Small-Cap Value ETF by 5.5% in the 1st quarter. Aire Advisors LLC now owns 4,775 shares of the company’s stock valued at $1,037,000 after buying an additional 248 shares in the last quarter.

Vanguard Small-Cap Value ETF Stock Performance

NYSEARCA:VBR opened at $242.17 on Tuesday. The company has a 50-day moving average of $237.68 and a 200-day moving average of $229.31. The company has a market capitalization of $36.77 billion, a price-to-earnings ratio of 14.99 and a beta of 0.96. Vanguard Small-Cap Value ETF has a 52 week low of $193.00 and a 52 week high of $246.87.

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.