Vanguard Small-Cap Value ETF (NYSEARCA:VBR) Holdings Lifted by RF&L Wealth Management LLC

RF&L Wealth Management LLC lifted its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 1.4% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 20,879 shares of the company’s stock after purchasing an additional 291 shares during the quarter. Vanguard Small-Cap Value ETF accounts for about 2.9% of RF&L Wealth Management LLC’s investment portfolio, making the stock its 13th largest holding. RF&L Wealth Management LLC’s holdings in Vanguard Small-Cap Value ETF were worth $4,138,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also made changes to their positions in VBR. Sunbelt Securities Inc. acquired a new position in shares of Vanguard Small-Cap Value ETF in the third quarter worth $25,000. Teachers Insurance & Annuity Association of America bought a new position in Vanguard Small-Cap Value ETF in the 3rd quarter worth $26,000. FSA Wealth Management LLC acquired a new position in Vanguard Small-Cap Value ETF during the 3rd quarter worth $28,000. Eastern Bank bought a new stake in Vanguard Small-Cap Value ETF during the fourth quarter valued at about $32,000. Finally, Planning Capital Management Corp acquired a new stake in shares of Vanguard Small-Cap Value ETF in the third quarter valued at about $34,000.

Vanguard Small-Cap Value ETF Stock Up 0.6 %

VBR opened at $203.66 on Friday. The stock’s 50 day moving average price is $206.16 and its two-hundred day moving average price is $198.78. The firm has a market capitalization of $30.76 billion, a P/E ratio of 11.42 and a beta of 1.09. Vanguard Small-Cap Value ETF has a 12-month low of $171.31 and a 12-month high of $219.01.

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.