Cardinal Point Capital Management ULC Makes New Investment in Vanguard Small-Cap Value ETF $VBR

Cardinal Point Capital Management ULC bought a new stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought 7,495 shares of the company’s stock, valued at approximately $1,628,000.

A number of other institutional investors have also recently made changes to their positions in the company. Brighton Jones LLC grew its holdings in shares of Vanguard Small-Cap Value ETF by 1.9% in the fourth quarter. Brighton Jones LLC now owns 23,239 shares of the company’s stock valued at $4,605,000 after purchasing an additional 444 shares during the period. AQR Capital Management LLC raised its stake in Vanguard Small-Cap Value ETF by 65.8% during the first quarter. AQR Capital Management LLC now owns 15,403 shares of the company’s stock worth $2,870,000 after purchasing an additional 6,114 shares during the period. Goldman Sachs Group Inc. raised its stake in Vanguard Small-Cap Value ETF by 1.5% during the first quarter. Goldman Sachs Group Inc. now owns 327,501 shares of the company’s stock worth $61,010,000 after purchasing an additional 4,879 shares during the period. Russell Investments Group Ltd. boosted its holdings in Vanguard Small-Cap Value ETF by 29.4% in the 2nd quarter. Russell Investments Group Ltd. now owns 2,370 shares of the company’s stock valued at $462,000 after purchasing an additional 538 shares during the last quarter. Finally, Glenview Trust co boosted its holdings in Vanguard Small-Cap Value ETF by 38.9% in the 2nd quarter. Glenview Trust co now owns 3,262 shares of the company’s stock valued at $636,000 after purchasing an additional 914 shares during the last quarter.

Vanguard Small-Cap Value ETF Price Performance

Vanguard Small-Cap Value ETF stock opened at $240.50 on Thursday. The firm has a 50 day simple moving average of $233.63 and a 200-day simple moving average of $225.78. Vanguard Small-Cap Value ETF has a 1-year low of $192.55 and a 1-year high of $244.00. The stock has a market cap of $36.06 billion, a price-to-earnings 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.