Graetz Wealth LLC Purchases New Stake in Vanguard Small-Cap Value ETF $VBR

Graetz Wealth LLC purchased a new stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 6,881 shares of the company’s stock, valued at approximately $1,457,000. Vanguard Small-Cap Value ETF accounts for about 1.3% of Graetz Wealth LLC’s holdings, making the stock its 24th largest position.

Several other large investors have also recently bought and sold shares of the business. Hazlett Burt & Watson Inc. raised its position in Vanguard Small-Cap Value ETF by 4.1% during the fourth quarter. Hazlett Burt & Watson Inc. now owns 1,201 shares of the company’s stock valued at $254,000 after buying an additional 47 shares during the period. Columbia Asset Management raised its position in Vanguard Small-Cap Value ETF by 3.3% during the fourth quarter. Columbia Asset Management now owns 1,573 shares of the company’s stock valued at $333,000 after buying an additional 50 shares during the period. Barnes Pettey Financial Advisors LLC raised its position in Vanguard Small-Cap Value ETF by 2.5% during the fourth quarter. Barnes Pettey Financial Advisors LLC now owns 2,038 shares of the company’s stock valued at $432,000 after buying an additional 50 shares during the period. Mcdonald Partners LLC raised its position in Vanguard Small-Cap Value ETF by 1.5% during the fourth quarter. Mcdonald Partners LLC now owns 3,434 shares of the company’s stock valued at $727,000 after buying an additional 51 shares during the period. Finally, Franklin Resources Inc. raised its position in Vanguard Small-Cap Value ETF by 1.5% during the third quarter. Franklin Resources Inc. now owns 3,566 shares of the company’s stock valued at $744,000 after buying an additional 51 shares during the period.

Vanguard Small-Cap Value ETF Trading Up 2.0%

NYSEARCA:VBR opened at $239.23 on Friday. The firm has a market capitalization of $35.87 billion, a price-to-earnings ratio of 14.99 and a beta of 0.96. Vanguard Small-Cap Value ETF has a 1-year low of $188.74 and a 1-year high of $239.51. The business’s fifty day moving average price is $230.49 and its 200 day moving average price is $223.95.

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.