Synergy Asset Management LLC Makes New $226,000 Investment in Vanguard Small-Cap Value ETF $VBR

Synergy Asset Management LLC purchased a new position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 1,158 shares of the company’s stock, valued at approximately $226,000.

Other large investors have also recently made changes to their positions in the company. ORG Partners LLC boosted its holdings in shares of Vanguard Small-Cap Value ETF by 3,180.0% in the 1st quarter. ORG Partners LLC now owns 164 shares of the company’s stock valued at $31,000 after buying an additional 159 shares in the last quarter. Wayfinding Financial LLC purchased a new stake in Vanguard Small-Cap Value ETF during the first quarter valued at approximately $35,000. Clearstead Trust LLC lifted its position in Vanguard Small-Cap Value ETF by 388.2% during the first quarter. Clearstead Trust LLC now owns 249 shares of the company’s stock valued at $46,000 after acquiring an additional 198 shares during the last quarter. Financial Gravity Asset Management Inc. purchased a new stake in Vanguard Small-Cap Value ETF during the first quarter valued at approximately $48,000. Finally, Retirement Wealth Solutions LLC purchased a new stake in Vanguard Small-Cap Value ETF during the second quarter valued at approximately $49,000.

Vanguard Small-Cap Value ETF Trading Up 0.5%

Shares of VBR stock opened at $211.15 on Friday. The business’s fifty day simple moving average is $206.17 and its 200-day simple moving average is $194.47. The company has a market cap of $31.78 billion, a PE ratio of 14.99 and a beta of 1.15. Vanguard Small-Cap Value ETF has a 12-month low of $160.23 and a 12-month high of $219.01.

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.