Lion Street Advisors LLC Buys 7,730 Shares of Vanguard Small-Cap Value ETF $VBR

Lion Street Advisors LLC lifted its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 241.0% in the third quarter, according to the company in its most recent filing with the SEC. The fund owned 10,937 shares of the company’s stock after buying an additional 7,730 shares during the quarter. Vanguard Small-Cap Value ETF comprises about 0.7% of Lion Street Advisors LLC’s portfolio, making the stock its 22nd largest holding. Lion Street Advisors LLC’s holdings in Vanguard Small-Cap Value ETF were worth $2,283,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also modified their holdings of the stock. World Equity Group Inc. raised its holdings in Vanguard Small-Cap Value ETF by 4.4% in the 3rd quarter. World Equity Group Inc. now owns 1,151 shares of the company’s stock valued at $240,000 after acquiring an additional 48 shares during the period. Arbor Investment Advisors LLC grew its position in shares of Vanguard Small-Cap Value ETF by 0.9% in the third quarter. Arbor Investment Advisors LLC now owns 6,449 shares of the company’s stock valued at $1,346,000 after purchasing an additional 55 shares during the last quarter. IHT Wealth Management LLC increased its stake in shares of Vanguard Small-Cap Value ETF by 0.3% during the second quarter. IHT Wealth Management LLC now owns 22,535 shares of the company’s stock worth $4,395,000 after purchasing an additional 57 shares during the period. Addison Advisors LLC increased its stake in shares of Vanguard Small-Cap Value ETF by 7.9% during the second quarter. Addison Advisors LLC now owns 790 shares of the company’s stock worth $154,000 after purchasing an additional 58 shares during the period. Finally, Conrad Siegel Investment Advisors Inc. lifted its holdings in Vanguard Small-Cap Value ETF by 1.3% during the 3rd quarter. Conrad Siegel Investment Advisors Inc. now owns 4,395 shares of the company’s stock worth $917,000 after purchasing an additional 58 shares during the last quarter.

Vanguard Small-Cap Value ETF Price Performance

VBR opened at $232.78 on Friday. The business has a fifty day simple moving average of $222.59 and a 200 day simple moving average of $212.82. Vanguard Small-Cap Value ETF has a 1 year low of $160.23 and a 1 year high of $235.48. The company has a market capitalization of $35.40 billion, a PE 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.