Ballast Financial Advisors LLC Buys Shares of 5,064 Vanguard Small-Cap Value ETF $VBR

Ballast Financial Advisors LLC bought a new stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 5,064 shares of the company’s stock, valued at approximately $1,073,000. Vanguard Small-Cap Value ETF comprises approximately 1.1% of Ballast Financial Advisors LLC’s holdings, making the stock its 20th biggest holding.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in VBR. Valpey Financial Services LLC raised its position 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 purchasing an additional 4,249,980 shares during the period. Bank of America Corp DE raised its position in 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 purchasing an additional 560,544 shares during the period. Align Financial LLC purchased a new stake in Vanguard Small-Cap Value ETF in the fourth quarter valued at approximately $97,410,000. Focus Partners Wealth raised its position in Vanguard Small-Cap Value ETF by 53.8% in 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 during the period. Finally, Corient Private Wealth LLC raised its position 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 valued at $98,654,000 after purchasing an additional 284,655 shares during the period.

Vanguard Small-Cap Value ETF Stock Down 1.5%

Shares of NYSEARCA VBR opened at $236.93 on Thursday. The firm has a market cap of $35.52 billion, a price-to-earnings ratio of 14.99 and a beta of 0.96. Vanguard Small-Cap Value ETF has a 52-week low of $188.95 and a 52-week high of $244.00. The business’s 50 day moving average is $232.20 and its two-hundred day moving average is $224.81.

About Vanguard Small-Cap Value ETF

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.