Vanguard Small-Cap Value ETF $VBR Stock Position Increased by Clayton Financial Group LLC

Clayton Financial Group LLC raised its holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 28.9% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 42,721 shares of the company’s stock after purchasing an additional 9,581 shares during the period. Vanguard Small-Cap Value ETF accounts for approximately 4.6% of Clayton Financial Group LLC’s portfolio, making the stock its 6th largest holding. Clayton Financial Group LLC’s holdings in Vanguard Small-Cap Value ETF were worth $9,048,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently modified their holdings of the company. Westfuller Advisors LLC purchased a new stake in shares of Vanguard Small-Cap Value ETF in the third quarter valued at about $29,000. Balentine LLC purchased a new stake in shares of Vanguard Small-Cap Value ETF in the third quarter valued at about $29,000. Toth Financial Advisory Corp purchased a new stake in shares of Vanguard Small-Cap Value ETF in the fourth quarter valued at about $36,000. Front Row Advisors LLC purchased a new stake in shares of Vanguard Small-Cap Value ETF in the second quarter valued at about $35,000. Finally, KERR FINANCIAL PLANNING Corp purchased a new stake in shares of Vanguard Small-Cap Value ETF in the third quarter valued at about $43,000.

Vanguard Small-Cap Value ETF Price Performance

Shares of NYSEARCA VBR opened at $219.67 on Wednesday. The company has a market capitalization of $32.87 billion, a PE ratio of 14.99 and a beta of 1.03. The firm’s 50-day moving average is $223.69 and its two-hundred day moving average is $216.12. Vanguard Small-Cap Value ETF has a 12-month low of $160.23 and a 12-month 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.