Baer Investment Advisory LLC purchased a new position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 65,567 shares of the company’s stock, valued at approximately $14,244,000. Vanguard Small-Cap Value ETF comprises about 1.7% of Baer Investment Advisory LLC’s holdings, making the stock its 14th biggest holding.
Other institutional investors and hedge funds have also bought and sold shares of the company. Hazlett Burt & Watson Inc. raised its holdings in Vanguard Small-Cap Value ETF by 4.1% in the fourth quarter. Hazlett Burt & Watson Inc. now owns 1,201 shares of the company’s stock valued at $254,000 after acquiring an additional 47 shares in the last quarter. Horizon Investment Services LLC grew its holdings in Vanguard Small-Cap Value ETF by 3.3% during the 4th quarter. Horizon Investment Services LLC now owns 1,470 shares of the company’s stock worth $311,000 after acquiring an additional 47 shares in the last quarter. Echo45 Advisors LLC grew its holdings in Vanguard Small-Cap Value ETF by 0.3% during the 1st quarter. Echo45 Advisors LLC now owns 17,686 shares of the company’s stock worth $3,842,000 after acquiring an additional 47 shares in the last quarter. Columbia Asset Management increased its position in shares of Vanguard Small-Cap Value ETF by 3.3% in the 4th quarter. Columbia Asset Management now owns 1,573 shares of the company’s stock worth $333,000 after purchasing an additional 50 shares during the last quarter. Finally, Barnes Pettey Financial Advisors LLC increased its position in shares of Vanguard Small-Cap Value ETF by 2.5% in the 4th quarter. Barnes Pettey Financial Advisors LLC now owns 2,038 shares of the company’s stock worth $432,000 after purchasing an additional 50 shares during the last quarter.
Vanguard Small-Cap Value ETF Stock Performance
Shares of Vanguard Small-Cap Value ETF stock opened at $243.22 on Friday. Vanguard Small-Cap Value ETF has a 1 year low of $193.00 and a 1 year high of $245.12. The firm’s 50-day simple moving average is $235.39 and its 200-day simple moving average is $227.10. The firm has a market cap of $36.86 billion, a PE ratio of 14.99 and a beta of 0.96.
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.
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