Strategic Financial Concepts LLC Has $1.04 Million Position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Strategic Financial Concepts LLC boosted its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 8.0% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 5,244 shares of the company’s stock after purchasing an additional 389 shares during the period. Strategic Financial Concepts LLC’s holdings in Vanguard Small-Cap Value ETF were worth $1,039,000 as of its most recent filing with the SEC.

Several other large investors also recently made changes to their positions in VBR. World Investment Advisors LLC lifted its holdings in Vanguard Small-Cap Value ETF by 24,002.3% during the 3rd quarter. World Investment Advisors LLC now owns 1,373,829 shares of the company’s stock valued at $275,837,000 after purchasing an additional 1,368,129 shares during the last quarter. Captrust Financial Advisors boosted its holdings in Vanguard Small-Cap Value ETF by 655.6% in the 3rd quarter. Captrust Financial Advisors now owns 1,548,368 shares of the company’s stock valued at $310,881,000 after purchasing an additional 1,343,457 shares during the period. Life Planning Partners Inc boosted its stake in shares of Vanguard Small-Cap Value ETF by 19,718.0% in the fourth quarter. Life Planning Partners Inc now owns 713,250 shares of the company’s stock valued at $141,352,000 after buying an additional 709,651 shares during the period. Aspiriant LLC increased its stake in Vanguard Small-Cap Value ETF by 42.1% during the 4th quarter. Aspiriant LLC now owns 1,224,131 shares of the company’s stock worth $242,598,000 after acquiring an additional 362,906 shares during the period. Finally, Assetmark Inc. raised its holdings in Vanguard Small-Cap Value ETF by 3.8% in the 3rd quarter. Assetmark Inc. now owns 3,817,544 shares of the company’s stock valued at $766,487,000 after acquiring an additional 139,196 shares in the last quarter.

Vanguard Small-Cap Value ETF Stock Performance

NYSEARCA:VBR opened at $204.73 on Wednesday. Vanguard Small-Cap Value ETF has a fifty-two week low of $177.15 and a fifty-two week high of $219.01. The company has a market cap of $30.92 billion, a price-to-earnings ratio of 11.42 and a beta of 1.09. The stock has a fifty day moving average price of $202.79 and a 200-day moving average price of $201.27.

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.