Brindle & Bay Financial Advisors LLC Grows Stake in Vanguard Small-Cap Value ETF $VBR

Brindle & Bay Financial Advisors LLC grew its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 36.8% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 20,629 shares of the company’s stock after acquiring an additional 5,553 shares during the quarter. Vanguard Small-Cap Value ETF comprises approximately 2.8% of Brindle & Bay Financial Advisors LLC’s portfolio, making the stock its 13th biggest position. Brindle & Bay Financial Advisors LLC’s holdings in Vanguard Small-Cap Value ETF were worth $4,482,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also recently modified their holdings of the stock. Motiv8 Investments LLC bought a new position in Vanguard Small-Cap Value ETF in the 4th quarter worth about $29,000. Birchbrook Inc. bought a new stake in Vanguard Small-Cap Value ETF during the 4th quarter valued at about $30,000. Modus Advisors LLC purchased a new position in Vanguard Small-Cap Value ETF in the fourth quarter worth about $30,000. Toth Financial Advisory Corp purchased a new position in Vanguard Small-Cap Value ETF in the fourth quarter worth about $36,000. Finally, Tower View Wealth Management LLC bought a new position in shares of Vanguard Small-Cap Value ETF in the first quarter worth approximately $37,000.

Vanguard Small-Cap Value ETF Price Performance

NYSEARCA:VBR opened at $242.05 on Monday. The company’s 50 day moving average price is $236.48 and its 200-day moving average price is $228.12. Vanguard Small-Cap Value ETF has a 52 week low of $193.00 and a 52 week high of $245.12. The stock has a market cap of $36.75 billion, a price-to-earnings ratio of 14.99 and a beta of 0.96.

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.