Downshift Financial LLC Purchases Shares of 2,977 Vanguard Small-Cap Value ETF $VBR

Downshift Financial LLC purchased a new stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 2,977 shares of the company’s stock, valued at approximately $674,000.

A number of other hedge funds also recently made changes to their positions in the stock. Valpey Financial Services LLC boosted its holdings in Vanguard Small-Cap Value ETF by 21,125.3% in the fourth 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 during the last quarter. Bank of America Corp DE raised its holdings in Vanguard Small-Cap Value ETF by 3.6% during the 4th quarter. Bank of America Corp DE now owns 15,999,348 shares of the company’s stock worth $3,388,502,000 after purchasing an additional 560,544 shares during the last quarter. Align Financial LLC acquired a new position in shares of Vanguard Small-Cap Value ETF in the 4th quarter worth approximately $97,410,000. Focus Partners Wealth lifted its position in shares of Vanguard Small-Cap Value ETF by 53.8% in the 4th quarter. Focus Partners Wealth now owns 849,534 shares of the company’s stock worth $179,915,000 after purchasing an additional 297,074 shares during the period. Finally, Corient Private Wealth LLC boosted its stake in shares of Vanguard Small-Cap Value ETF by 128.8% in the 2nd quarter. Corient Private Wealth LLC now owns 505,618 shares of the company’s stock valued at $98,654,000 after purchasing an additional 284,655 shares during the last quarter.

Vanguard Small-Cap Value ETF Price Performance

VBR opened at $238.40 on Friday. Vanguard Small-Cap Value ETF has a twelve month low of $188.95 and a twelve month high of $244.00. The company has a fifty day moving average of $232.83 and a 200-day moving average of $225.09. The stock has a market cap of $35.74 billion, a PE ratio of 14.99 and a beta of 0.96.

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. 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.