Clear Retirement Advice LLC Invests $7.41 Million in Vanguard Small-Cap Value ETF $VBR

Clear Retirement Advice LLC purchased a new position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased 32,436 shares of the company’s stock, valued at approximately $7,407,000. Vanguard Small-Cap Value ETF comprises 5.8% of Clear Retirement Advice LLC’s investment portfolio, making the stock its 5th largest position.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Monetary Solutions Ltd bought a new position in shares of Vanguard Small-Cap Value ETF during the fourth quarter worth about $2,245,000. MV Capital Management Inc. bought a new stake in Vanguard Small-Cap Value ETF in the 4th quarter valued at about $134,000. Michels Family Financial LLC lifted its position in Vanguard Small-Cap Value ETF by 3.7% in the 4th quarter. Michels Family Financial LLC now owns 7,378 shares of the company’s stock valued at $1,563,000 after purchasing an additional 260 shares during the last quarter. Lexington Hill Partners LLC bought a new stake in Vanguard Small-Cap Value ETF in the 4th quarter valued at about $258,000. Finally, Birchwood Financial Partners Inc. acquired a new position in Vanguard Small-Cap Value ETF during the 4th quarter valued at about $86,000.

Vanguard Small-Cap Value ETF Trading Up 0.6%

NYSEARCA VBR opened at $238.40 on Friday. Vanguard Small-Cap Value ETF has a 52 week low of $188.95 and a 52 week high of $244.00. The stock has a market cap of $35.74 billion, a price-to-earnings ratio of 14.99 and a beta of 0.96. The company has a 50-day moving average price of $232.57 and a two-hundred day moving average price of $225.00.

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. 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.