Payne Capital LLC Purchases Shares of 8,435 Vanguard Small-Cap Value ETF $VBR

Payne Capital LLC acquired a new position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) in the third quarter, according to the company in its most recent filing with the SEC. The firm acquired 8,435 shares of the company’s stock, valued at approximately $1,760,000. Vanguard Small-Cap Value ETF accounts for approximately 1.8% of Payne Capital LLC’s portfolio, making the stock its 20th biggest position.

Several other institutional investors also recently modified their holdings of the company. Aspiriant LLC raised its holdings in shares of Vanguard Small-Cap Value ETF by 3.0% in the 3rd quarter. Aspiriant LLC now owns 1,527,300 shares of the company’s stock worth $318,763,000 after buying an additional 43,846 shares in the last quarter. First Horizon Corp acquired a new stake in Vanguard Small-Cap Value ETF in the 3rd quarter valued at $4,635,000. Whitaker Myers Wealth Managers LTD. grew its position in Vanguard Small-Cap Value ETF by 7.7% in the third quarter. Whitaker Myers Wealth Managers LTD. now owns 100,778 shares of the company’s stock valued at $21,033,000 after acquiring an additional 7,230 shares during the period. FWG Investments LLC. bought a new stake in Vanguard Small-Cap Value ETF in the second quarter valued at $456,000. Finally, Brown Advisory Inc. raised its stake in Vanguard Small-Cap Value ETF by 12.3% during the second quarter. Brown Advisory Inc. now owns 41,777 shares of the company’s stock worth $8,147,000 after acquiring an additional 4,560 shares in the last quarter.

Vanguard Small-Cap Value ETF Stock Performance

Shares of NYSEARCA VBR opened at $225.64 on Wednesday. Vanguard Small-Cap Value ETF has a 52-week low of $160.23 and a 52-week high of $229.19. The business has a fifty day moving average of $217.82 and a two-hundred day moving average of $210.23. The stock has a market cap of $34.32 billion, a PE ratio of 14.99 and a beta of 1.05.

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.