Caprock Group LLC Makes New Investment in Vanguard Small-Cap Value ETF $VBR

Caprock Group LLC bought a new stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor bought 6,248 shares of the company’s stock, valued at approximately $1,305,000.

Other large investors also recently modified their holdings of the company. World Equity Group Inc. lifted its position in Vanguard Small-Cap Value ETF by 4.4% during the third quarter. World Equity Group Inc. now owns 1,151 shares of the company’s stock worth $240,000 after purchasing an additional 48 shares during the period. Arbor Investment Advisors LLC lifted its stake in Vanguard Small-Cap Value ETF by 0.9% during the third quarter. Arbor Investment Advisors LLC now owns 6,449 shares of the company’s stock worth $1,346,000 after purchasing an additional 55 shares during the last quarter. IHT Wealth Management LLC boosted its holdings in shares of Vanguard Small-Cap Value ETF by 0.3% in the 2nd quarter. IHT Wealth Management LLC now owns 22,535 shares of the company’s stock valued at $4,395,000 after purchasing an additional 57 shares in the last quarter. Klingman & Associates LLC increased its stake in shares of Vanguard Small-Cap Value ETF by 1.7% in the 2nd quarter. Klingman & Associates LLC now owns 3,522 shares of the company’s stock valued at $687,000 after purchasing an additional 58 shares during the last quarter. Finally, Addison Advisors LLC increased its stake in shares of Vanguard Small-Cap Value ETF by 7.9% in the 2nd quarter. Addison Advisors LLC now owns 790 shares of the company’s stock valued at $154,000 after purchasing an additional 58 shares during the last quarter.

Vanguard Small-Cap Value ETF Stock Up 1.0%

Shares of VBR stock opened at $231.31 on Friday. The business has a fifty day simple moving average of $220.87 and a 200 day simple moving average of $211.75. The company has a market cap of $35.18 billion, a P/E ratio of 14.99 and a beta of 1.05. Vanguard Small-Cap Value ETF has a twelve month low of $160.23 and a twelve month high of $235.48.

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.