Family CFO Inc Has $16.12 Million Position in Vanguard Small-Cap Value ETF $VBR

Family CFO Inc reduced its holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 3.0% during the 1st quarter, Holdings Channel reports. The fund owned 74,220 shares of the company’s stock after selling 2,316 shares during the quarter. Vanguard Small-Cap Value ETF comprises 7.2% of Family CFO Inc’s portfolio, making the stock its 4th largest holding. Family CFO Inc’s holdings in Vanguard Small-Cap Value ETF were worth $16,124,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also recently added to or reduced their stakes in the company. Valpey Financial Services LLC grew its stake in shares of 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 worth $904,364,000 after purchasing an additional 4,249,980 shares in the last quarter. Bank of America Corp DE increased its holdings in shares of Vanguard Small-Cap Value ETF by 3.6% during 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 purchasing an additional 560,544 shares during the period. Align Financial LLC bought a new stake in shares of Vanguard Small-Cap Value ETF during the fourth quarter valued at about $97,410,000. Focus Partners Wealth raised its stake in shares of Vanguard Small-Cap Value ETF by 53.8% during the fourth quarter. Focus Partners Wealth now owns 849,534 shares of the company’s stock valued at $179,915,000 after purchasing an additional 297,074 shares in the last quarter. Finally, Corient Private Wealth LLC lifted its holdings in Vanguard Small-Cap Value ETF by 128.8% in the second quarter. Corient Private Wealth LLC now owns 505,618 shares of the company’s stock worth $98,654,000 after purchasing an additional 284,655 shares during the period.

Vanguard Small-Cap Value ETF Stock Up 0.1%

Shares of VBR opened at $243.49 on Tuesday. The firm has a 50-day moving average price of $235.63 and a 200 day moving average price of $227.38. The firm has a market capitalization of $36.91 billion, a PE ratio of 14.99 and a beta of 0.96. Vanguard Small-Cap Value ETF has a 52-week low of $193.00 and a 52-week high of $245.12.

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.