Inspirion Wealth Advisors LLC Has $45.89 Million Stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Inspirion Wealth Advisors LLC lifted its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 3.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 231,145 shares of the company’s stock after acquiring an additional 6,783 shares during the period. Vanguard Small-Cap Value ETF makes up 6.4% of Inspirion Wealth Advisors LLC’s holdings, making the stock its 5th biggest holding. Inspirion Wealth Advisors LLC owned 0.15% of Vanguard Small-Cap Value ETF worth $45,887,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. World Investment Advisors LLC grew its position in Vanguard Small-Cap Value ETF by 24,002.3% in the 3rd quarter. World Investment Advisors LLC now owns 1,373,829 shares of the company’s stock worth $275,837,000 after purchasing an additional 1,368,129 shares in the last quarter. Captrust Financial Advisors grew its position 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 stake in Vanguard Small-Cap Value ETF in the 2nd quarter worth about $57,073,000. Assetmark Inc. grew its position in Vanguard Small-Cap Value ETF by 3.8% in the 3rd quarter. Assetmark Inc. now owns 3,817,544 shares of the company’s stock worth $766,487,000 after purchasing an additional 139,196 shares in the last quarter. Finally, Christopher J. Hasenberg Inc bought a new stake in Vanguard Small-Cap Value ETF in the 4th quarter worth about $25,917,000.

Vanguard Small-Cap Value ETF Stock Performance

Shares of VBR stock opened at $203.66 on Friday. 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 50-day simple moving average of $206.16 and a two-hundred day simple moving average of $198.78. The company has a market capitalization of $30.76 billion, a price-to-earnings ratio of 11.42 and a beta of 1.09.

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.