McMill Wealth Management boosted its holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 23,929.0% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 605,531 shares of the company’s stock after purchasing an additional 603,011 shares during the quarter. Vanguard Small-Cap Value ETF accounts for about 3.0% of McMill Wealth Management’s portfolio, making the stock its 4th largest holding. McMill Wealth Management owned approximately 0.40% of Vanguard Small-Cap Value ETF worth $147,138,000 at the end of the most recent quarter.
Other hedge funds and other institutional investors have also bought and sold shares of the company. Bank of America Corp DE grew its position in Vanguard Small-Cap Value ETF by 3.6% during the fourth quarter. Bank of America Corp DE now owns 15,999,348 shares of the company’s stock worth $3,388,502,000 after buying an additional 560,544 shares in the last quarter. Valpey Financial Services LLC raised its holdings in Vanguard Small-Cap Value ETF by 21,125.3% in the 4th quarter. Valpey Financial Services LLC now owns 4,270,098 shares of the company’s stock valued at $904,364,000 after acquiring an additional 4,249,980 shares in the last quarter. LPL Financial LLC raised its holdings in Vanguard Small-Cap Value ETF by 0.6% in the 4th quarter. LPL Financial LLC now owns 1,438,715 shares of the company’s stock valued at $304,705,000 after acquiring an additional 8,609 shares in the last quarter. Captrust Financial Advisors lifted its position in shares of Vanguard Small-Cap Value ETF by 0.9% during the 4th quarter. Captrust Financial Advisors now owns 1,236,013 shares of the company’s stock valued at $261,775,000 after acquiring an additional 11,525 shares during the period. Finally, Cetera Investment Advisers lifted its position in shares of Vanguard Small-Cap Value ETF by 2.8% during the 1st quarter. Cetera Investment Advisers now owns 1,164,853 shares of the company’s stock valued at $253,064,000 after acquiring an additional 31,607 shares during the period.
Vanguard Small-Cap Value ETF Stock Performance
VBR opened at $248.36 on Friday. The firm has a market cap of $37.71 billion, a P/E ratio of 14.99 and a beta of 0.96. Vanguard Small-Cap Value ETF has a 52-week low of $198.76 and a 52-week high of $251.85. The business’s fifty day moving average is $245.23 and its 200-day moving average is $234.27.
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. 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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