Elevation Point Wealth Partners LLC Raises Holdings in Vanguard Small-Cap Value ETF $VBR

Elevation Point Wealth Partners LLC raised its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 10.3% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 39,393 shares of the company’s stock after buying an additional 3,675 shares during the quarter. Elevation Point Wealth Partners LLC’s holdings in Vanguard Small-Cap Value ETF were worth $8,558,000 at the end of the most recent quarter.

Several other large investors also recently bought and sold shares of the stock. Brighton Jones LLC boosted its position in shares of Vanguard Small-Cap Value ETF by 1.9% in the 4th 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 increased its stake in shares of 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 acquiring an additional 6,114 shares during the period. Goldman Sachs Group Inc. raised its stake in shares of Vanguard Small-Cap Value ETF by 1.5% during the 1st quarter. Goldman Sachs Group Inc. now owns 327,501 shares of the company’s stock worth $61,010,000 after buying an additional 4,879 shares in the last quarter. Russell Investments Group Ltd. lifted its holdings in Vanguard Small-Cap Value ETF by 29.4% in the second quarter. Russell Investments Group Ltd. now owns 2,370 shares of the company’s stock valued at $462,000 after acquiring an additional 538 shares during the period. Finally, Glenview Trust co boosted its holdings in Vanguard Small-Cap Value ETF by 38.9% during the second quarter. Glenview Trust co now owns 3,262 shares of the company’s stock worth $636,000 after buying an additional 914 shares in the last quarter.

Vanguard Small-Cap Value ETF Price Performance

VBR stock opened at $243.22 on Friday. The company’s 50 day simple moving average is $235.15 and its 200-day simple moving average is $226.99. The firm has a market capitalization of $36.86 billion, a PE ratio of 14.99 and a beta of 0.96. Vanguard Small-Cap Value ETF has a 12 month low of $193.00 and a 12 month high of $245.12.

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.