Vanguard Small-Cap Value ETF $VBR Shares Bought by Capital Wealth Management LLC

Capital Wealth Management LLC increased its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 6.8% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 82,391 shares of the company’s stock after acquiring an additional 5,232 shares during the period. Vanguard Small-Cap Value ETF makes up approximately 4.8% of Capital Wealth Management LLC’s investment portfolio, making the stock its 10th biggest position. Capital Wealth Management LLC owned approximately 0.05% of Vanguard Small-Cap Value ETF worth $17,899,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Bank of America Corp DE lifted its holdings in shares of Vanguard Small-Cap Value ETF by 3.6% in the fourth quarter. Bank of America Corp DE now owns 15,999,348 shares of the company’s stock valued at $3,388,502,000 after buying an additional 560,544 shares during the period. Assetmark Inc. raised its position in Vanguard Small-Cap Value ETF by 2.7% in the fourth quarter. Assetmark Inc. now owns 4,379,433 shares of the company’s stock worth $927,520,000 after acquiring an additional 113,412 shares in the last quarter. Valpey Financial Services LLC lifted its holdings in Vanguard Small-Cap Value ETF by 21,125.3% in the 4th 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. Aspiriant LLC lifted its holdings in Vanguard Small-Cap Value ETF by 6.1% in the 4th quarter. Aspiriant LLC now owns 1,620,708 shares of the company’s stock valued at $343,249,000 after acquiring an additional 93,408 shares during the last quarter. Finally, Sei Investments Co. boosted its position in shares of Vanguard Small-Cap Value ETF by 1.8% during the 3rd quarter. Sei Investments Co. now owns 1,452,261 shares of the company’s stock valued at $303,097,000 after purchasing an additional 25,434 shares in the last quarter.

Vanguard Small-Cap Value ETF Price Performance

NYSEARCA VBR opened at $238.57 on Wednesday. Vanguard Small-Cap Value ETF has a 12 month low of $192.55 and a 12 month high of $244.00. The company has a market capitalization of $35.77 billion, a P/E ratio of 14.99 and a beta of 0.96. The company’s 50 day simple moving average is $233.36 and its 200 day simple moving average is $225.58.

Vanguard Small-Cap Value ETF Company 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.