Stephens Inc. AR boosted its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 2.2% in the 1st quarter, Holdings Channel.com reports. The institutional investor owned 273,733 shares of the company’s stock after purchasing an additional 5,889 shares during the period. Vanguard Small-Cap Value ETF comprises approximately 0.7% of Stephens Inc. AR’s investment portfolio, making the stock its 24th biggest holding. Stephens Inc. AR’s holdings in Vanguard Small-Cap Value ETF were worth $59,468,000 as of its most recent SEC filing.
Other large investors have also added to or reduced their stakes in the company. Berger Financial Group Inc grew its position in shares of Vanguard Small-Cap Value ETF by 33.0% during the 1st quarter. Berger Financial Group Inc now owns 1,597 shares of the company’s stock valued at $347,000 after acquiring an additional 396 shares during the period. Powerhouse Assets LLC raised its holdings in shares of Vanguard Small-Cap Value ETF by 1.7% in the 1st quarter. Powerhouse Assets LLC now owns 10,798 shares of the company’s stock worth $2,346,000 after purchasing an additional 176 shares during the period. Mokosak Advisory Group LLC grew its holdings in Vanguard Small-Cap Value ETF by 0.3% during the first quarter. Mokosak Advisory Group LLC now owns 324,494 shares of the company’s stock valued at $70,509,000 after purchasing an additional 1,076 shares during the period. TI Trust Inc. bought a new position in Vanguard Small-Cap Value ETF during the first quarter valued at $274,000. Finally, NBT Bank N A NY grew its holdings in Vanguard Small-Cap Value ETF by 3,639.7% during the first quarter. NBT Bank N A NY now owns 31,077 shares of the company’s stock valued at $6,751,000 after purchasing an additional 30,246 shares during the period.
Vanguard Small-Cap Value ETF Price Performance
NYSEARCA:VBR opened at $243.22 on Monday. The company has a market capitalization of $36.86 billion, a P/E ratio of 14.99 and a beta of 0.96. The business has a fifty day simple moving average of $235.39 and a two-hundred day simple moving average of $227.18. Vanguard Small-Cap Value ETF has a 1 year low of $193.00 and a 1 year high of $245.12.
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.
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