Clark Asset Management LLC Raises Stake in Vanguard Small-Cap Value ETF $VBR

Clark Asset Management LLC lifted its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 178.4% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 3,756 shares of the company’s stock after purchasing an additional 2,407 shares during the period. Clark Asset Management LLC’s holdings in Vanguard Small-Cap Value ETF were worth $816,000 at the end of the most recent quarter.

Several other institutional investors also recently added to or reduced their stakes in VBR. Flywheel Private Wealth LLC lifted its holdings in Vanguard Small-Cap Value ETF by 1.1% during the 1st quarter. Flywheel Private Wealth LLC now owns 60,241 shares of the company’s stock valued at $13,087,000 after buying an additional 626 shares in the last quarter. Cornerstone Management Inc. grew its stake in Vanguard Small-Cap Value ETF by 2.8% in the 1st quarter. Cornerstone Management Inc. now owns 30,698 shares of the company’s stock worth $6,669,000 after acquiring an additional 831 shares in the last quarter. Sterling Investment Counsel LLC grew its stake in Vanguard Small-Cap Value ETF by 4.3% in the 1st quarter. Sterling Investment Counsel LLC now owns 1,781 shares of the company’s stock worth $387,000 after acquiring an additional 73 shares in the last quarter. Brookstone Capital Management increased its position in shares of Vanguard Small-Cap Value ETF by 13.0% during the first quarter. Brookstone Capital Management now owns 31,769 shares of the company’s stock worth $6,902,000 after acquiring an additional 3,646 shares during the period. Finally, Roble Belko & Company Inc increased its position in shares of Vanguard Small-Cap Value ETF by 137.9% during the first quarter. Roble Belko & Company Inc now owns 2,957 shares of the company’s stock worth $642,000 after acquiring an additional 1,714 shares during the period.

Vanguard Small-Cap Value ETF Stock Performance

Vanguard Small-Cap Value ETF stock opened at $238.40 on Monday. The company has a 50 day moving average price of $232.83 and a 200-day moving average price of $225.19. Vanguard Small-Cap Value ETF has a fifty-two week low of $188.95 and a fifty-two week high of $244.00. The company has a market capitalization of $35.74 billion, a PE ratio of 14.99 and a beta of 0.96.

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.