Capital Advantage Inc. Has $11.45 Million Stock Holdings in Vanguard Small-Cap Value ETF $VBR

Capital Advantage Inc. boosted its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 8.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 54,068 shares of the company’s stock after purchasing an additional 4,354 shares during the quarter. Vanguard Small-Cap Value ETF comprises approximately 1.5% of Capital Advantage Inc.’s investment portfolio, making the stock its 17th biggest position. Capital Advantage Inc.’s holdings in Vanguard Small-Cap Value ETF were worth $11,451,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of VBR. Westfuller Advisors LLC bought a new position in shares of Vanguard Small-Cap Value ETF in the third quarter valued at about $29,000. Balentine LLC bought a new stake in shares of Vanguard Small-Cap Value ETF during the 3rd quarter worth about $29,000. Traub Capital Management LLC acquired a new position in Vanguard Small-Cap Value ETF in the 2nd quarter valued at about $30,000. Front Row Advisors LLC acquired a new position in Vanguard Small-Cap Value ETF in the 2nd quarter valued at about $35,000. Finally, KERR FINANCIAL PLANNING Corp bought a new position in Vanguard Small-Cap Value ETF in the 3rd quarter valued at about $43,000.

Vanguard Small-Cap Value ETF Stock Down 1.9%

Shares of VBR stock opened at $212.17 on Friday. Vanguard Small-Cap Value ETF has a 12-month low of $160.23 and a 12-month high of $235.48. The company has a market capitalization of $32.27 billion, a PE ratio of 14.99 and a beta of 1.05. The firm has a 50 day moving average price of $225.36 and a two-hundred day moving average price of $215.40.

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.