Vanguard Small-Cap Value ETF $VBR Shares Bought by Discipline Wealth Solutions LLC

Discipline Wealth Solutions LLC increased its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 172.0% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 237,724 shares of the company’s stock after purchasing an additional 150,327 shares during the quarter. Vanguard Small-Cap Value ETF makes up 5.4% of Discipline Wealth Solutions LLC’s portfolio, making the stock its 3rd biggest position. Discipline Wealth Solutions LLC owned 0.16% of Vanguard Small-Cap Value ETF worth $51,645,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in VBR. Motiv8 Investments LLC acquired a new position in Vanguard Small-Cap Value ETF in the fourth quarter valued at about $29,000. Birchbrook Inc. bought a new stake in Vanguard Small-Cap Value ETF in the 4th quarter valued at $30,000. Modus Advisors LLC acquired a new position in shares of Vanguard Small-Cap Value ETF during the fourth quarter worth about $30,000. Toth Financial Advisory Corp acquired a new position in Vanguard Small-Cap Value ETF during the 4th quarter worth approximately $36,000. Finally, Strive Financial Group LLC acquired a new position in Vanguard Small-Cap Value ETF during the fourth quarter worth $38,000.

Vanguard Small-Cap Value ETF Price Performance

Shares of NYSEARCA VBR opened at $238.83 on Tuesday. The business has a 50-day moving average of $233.09 and a 200-day moving average of $225.39. The stock has a market capitalization of $35.81 billion, a price-to-earnings ratio of 14.99 and a beta of 0.96. Vanguard Small-Cap Value ETF has a fifty-two week low of $188.95 and a fifty-two week high of $244.00.

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.