Vanguard Small-Cap Value ETF $VBR Shares Bought by Marotta Asset Management

Marotta Asset Management lifted its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 3.3% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 137,510 shares of the company’s stock after acquiring an additional 4,447 shares during the quarter. Vanguard Small-Cap Value ETF makes up about 5.4% of Marotta Asset Management’s investment portfolio, making the stock its 6th largest position. Marotta Asset Management owned approximately 0.09% of Vanguard Small-Cap Value ETF worth $28,806,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in the company. Blume Capital Management Inc. acquired a new stake in Vanguard Small-Cap Value ETF in the second quarter worth about $29,000. Traub Capital Management LLC bought a new position in shares of Vanguard Small-Cap Value ETF in the 2nd quarter valued at about $30,000. Financial Gravity Companies Inc. acquired a new stake in shares of Vanguard Small-Cap Value ETF during the 2nd quarter worth approximately $33,000. Front Row Advisors LLC bought a new stake in shares of Vanguard Small-Cap Value ETF during the second quarter worth approximately $35,000. Finally, Heritage Wealth Advisors raised its stake in shares of Vanguard Small-Cap Value ETF by 190.5% during the second quarter. Heritage Wealth Advisors now owns 183 shares of the company’s stock worth $36,000 after buying an additional 120 shares during the last quarter.

Vanguard Small-Cap Value ETF Price Performance

Shares of NYSEARCA VBR opened at $215.40 on Friday. The company’s 50 day simple moving average is $209.72 and its 200 day simple moving average is $205.35. Vanguard Small-Cap Value ETF has a fifty-two week low of $160.23 and a fifty-two week high of $218.90. The firm has a market capitalization of $32.39 billion, a P/E ratio of 14.99 and a beta of 1.05.

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.