Financially in Tune LLC Takes Position in Vanguard Small-Cap Value ETF $VBR

Financially in Tune LLC purchased a new stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 9,161 shares of the company’s stock, valued at approximately $1,940,000. Vanguard Small-Cap Value ETF makes up about 1.8% of Financially in Tune LLC’s investment portfolio, making the stock its 13th largest position.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in VBR. Valpey Financial Services LLC grew its position 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 worth $904,364,000 after purchasing an additional 4,249,980 shares in the last quarter. Bank of America Corp DE boosted its stake in shares of Vanguard Small-Cap Value ETF by 3.6% in the 4th quarter. Bank of America Corp DE now owns 15,999,348 shares of the company’s stock worth $3,388,502,000 after buying an additional 560,544 shares during the last quarter. Align Financial LLC purchased a new position in shares of Vanguard Small-Cap Value ETF in the 4th quarter worth approximately $97,410,000. Focus Partners Wealth boosted its stake in shares of Vanguard Small-Cap Value ETF by 53.8% in the 4th quarter. Focus Partners Wealth now owns 849,534 shares of the company’s stock worth $179,915,000 after buying an additional 297,074 shares during the last quarter. Finally, Corient Private Wealth LLC grew its holdings in shares of 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 acquiring an additional 284,655 shares in the last quarter.

Vanguard Small-Cap Value ETF Stock Performance

Shares of VBR opened at $238.40 on Friday. The company has a market capitalization of $35.74 billion, a price-to-earnings ratio of 14.99 and a beta of 0.96. The stock has a 50 day moving average of $232.83 and a 200 day moving average of $225.09. Vanguard Small-Cap Value ETF has a 12 month low of $188.95 and a 12 month high of $244.00.

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.