Flywheel Private Wealth LLC Makes New Investment in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Flywheel Private Wealth LLC purchased a new stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 46,815 shares of the company’s stock, valued at approximately $9,278,000. Vanguard Small-Cap Value ETF comprises about 8.5% of Flywheel Private Wealth LLC’s portfolio, making the stock its 2nd biggest holding.

Other institutional investors have also recently made changes to their positions in the company. World Investment Advisors LLC lifted its position in shares of Vanguard Small-Cap Value ETF by 24,002.3% in the third quarter. World Investment Advisors LLC now owns 1,373,829 shares of the company’s stock valued at $275,837,000 after acquiring an additional 1,368,129 shares in the last quarter. Captrust Financial Advisors lifted 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 worth $310,881,000 after purchasing an additional 1,343,457 shares in the last quarter. Retirement Investment Advisors Inc. bought a new position in Vanguard Small-Cap Value ETF in the 2nd quarter worth approximately $57,073,000. Assetmark Inc. grew its holdings in Vanguard Small-Cap Value ETF by 3.8% during the 3rd quarter. Assetmark Inc. now owns 3,817,544 shares of the company’s stock valued at $766,487,000 after buying an additional 139,196 shares in the last quarter. Finally, Christopher J. Hasenberg Inc bought a new stake in shares of Vanguard Small-Cap Value ETF during the fourth quarter valued at approximately $25,917,000.

Vanguard Small-Cap Value ETF Stock Performance

Shares of NYSEARCA VBR opened at $202.46 on Thursday. The firm’s fifty day moving average is $206.30 and its two-hundred day moving average is $198.75. Vanguard Small-Cap Value ETF has a 52-week low of $171.31 and a 52-week high of $219.01. The company has a market cap of $30.58 billion, a P/E ratio of 11.42 and a beta of 1.09.

About Vanguard Small-Cap Value ETF

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.