Sellwood Investment Partners LLC Makes New Investment in Vanguard Small-Cap Value ETF $VBR

Sellwood Investment Partners LLC purchased a new stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) in the 3rd quarter, according to its most recent disclosure with the SEC. The fund purchased 11,796 shares of the company’s stock, valued at approximately $2,462,000. Vanguard Small-Cap Value ETF accounts for 1.0% of Sellwood Investment Partners LLC’s holdings, making the stock its 20th largest position.

A number of other institutional investors have also modified their holdings of the business. Blume Capital Management Inc. bought a new position in Vanguard Small-Cap Value ETF in the second quarter worth about $29,000. Traub Capital Management LLC acquired a new stake in shares of Vanguard Small-Cap Value ETF during the 2nd quarter worth approximately $30,000. Financial Gravity Companies Inc. bought a new stake in shares of Vanguard Small-Cap Value ETF in the 2nd quarter worth approximately $33,000. Front Row Advisors LLC bought a new stake in shares of Vanguard Small-Cap Value ETF in the 2nd quarter worth approximately $35,000. Finally, Heritage Wealth Advisors boosted its position in Vanguard Small-Cap Value ETF by 190.5% during the 2nd quarter. Heritage Wealth Advisors now owns 183 shares of the company’s stock valued at $36,000 after purchasing an additional 120 shares during the period.

Vanguard Small-Cap Value ETF Price Performance

Shares of VBR opened at $226.97 on Thursday. Vanguard Small-Cap Value ETF has a 12 month low of $160.23 and a 12 month high of $227.62. The stock has a fifty day moving average price of $214.10 and a 200 day moving average price of $208.64. The company has a market cap of $34.52 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.