Retirement Investment Advisors Inc. Raises Stake in Vanguard Small-Cap Value ETF $VBR

Retirement Investment Advisors Inc. increased its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 1.7% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 386,047 shares of the company’s stock after buying an additional 6,446 shares during the period. Vanguard Small-Cap Value ETF accounts for about 6.7% of Retirement Investment Advisors Inc.’s portfolio, making the stock its 6th largest holding. Retirement Investment Advisors Inc. owned 0.26% of Vanguard Small-Cap Value ETF worth $80,572,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also bought and sold shares of VBR. Blume Capital Management Inc. acquired a new stake in Vanguard Small-Cap Value ETF during the second quarter worth approximately $29,000. Traub Capital Management LLC bought a new position in shares of Vanguard Small-Cap Value ETF during the second quarter worth approximately $30,000. Financial Gravity Companies Inc. acquired a new stake in Vanguard Small-Cap Value ETF during the 2nd quarter worth approximately $33,000. Front Row Advisors LLC acquired a new stake in Vanguard Small-Cap Value ETF during the 2nd quarter worth approximately $35,000. Finally, Heritage Wealth Advisors boosted its stake in Vanguard Small-Cap Value ETF by 190.5% in the 2nd quarter. Heritage Wealth Advisors now owns 183 shares of the company’s stock valued at $36,000 after purchasing an additional 120 shares during the period.

Vanguard Small-Cap Value ETF Price Performance

Shares of NYSEARCA VBR opened at $225.04 on Friday. The firm has a market cap of $34.22 billion, a price-to-earnings ratio of 14.99 and a beta of 1.05. The stock’s fifty day moving average price is $213.12 and its two-hundred day moving average price is $208.09. Vanguard Small-Cap Value ETF has a one year low of $160.23 and a one year high of $226.09.

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.