Synergy Asset Management LLC Raises Holdings in Vanguard Small-Cap Value ETF $VBR

Synergy Asset Management LLC lifted its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 241.0% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 3,949 shares of the company’s stock after buying an additional 2,791 shares during the quarter. Synergy Asset Management LLC’s holdings in Vanguard Small-Cap Value ETF were worth $792,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently made changes to their positions in VBR. Brighton Jones LLC lifted its stake in 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 worth $4,605,000 after acquiring an additional 444 shares during the period. AQR Capital Management LLC raised its holdings in shares of Vanguard Small-Cap Value ETF by 65.8% in the 1st quarter. AQR Capital Management LLC now owns 15,403 shares of the company’s stock valued at $2,870,000 after purchasing an additional 6,114 shares in the last quarter. Clark Capital Management Group Inc. raised its holdings in shares of Vanguard Small-Cap Value ETF by 6.6% in the 1st quarter. Clark Capital Management Group Inc. now owns 1,690 shares of the company’s stock valued at $315,000 after purchasing an additional 104 shares in the last quarter. NewEdge Advisors LLC lifted its position in shares of Vanguard Small-Cap Value ETF by 0.8% in the 1st quarter. NewEdge Advisors LLC now owns 141,903 shares of the company’s stock worth $26,435,000 after purchasing an additional 1,118 shares during the period. Finally, Plancorp LLC lifted its position in shares of Vanguard Small-Cap Value ETF by 0.7% in the 1st quarter. Plancorp LLC now owns 12,726 shares of the company’s stock worth $2,371,000 after purchasing an additional 94 shares during the period.

Vanguard Small-Cap Value ETF Stock Performance

NYSEARCA VBR opened at $214.42 on Friday. The company has a market cap of $32.24 billion, a PE ratio of 14.99 and a beta of 1.05. The firm’s 50 day moving average price is $210.16 and its 200-day moving average price is $206.20. Vanguard Small-Cap Value ETF has a 52-week low of $160.23 and a 52-week high of $218.90.

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.