Hegarty Advisors LLC Invests $9.49 Million in Vanguard Small-Cap Value ETF $VBR

Hegarty Advisors LLC bought a new position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 44,812 shares of the company’s stock, valued at approximately $9,492,000. Vanguard Small-Cap Value ETF makes up about 8.2% of Hegarty Advisors LLC’s holdings, making the stock its 3rd biggest position.

Several other hedge funds and other institutional investors have also bought and sold shares of the company. Bank of America Corp DE boosted its stake in Vanguard Small-Cap Value ETF by 1.4% in the third quarter. Bank of America Corp DE now owns 15,438,804 shares of the company’s stock worth $3,222,233,000 after buying an additional 209,142 shares in the last quarter. Assetmark Inc. boosted its stake in Vanguard Small-Cap Value ETF by 2.7% in the fourth quarter. Assetmark Inc. now owns 4,379,433 shares of the company’s stock worth $927,520,000 after buying an additional 113,412 shares in the last quarter. Aspiriant LLC boosted its stake in Vanguard Small-Cap Value ETF by 6.1% in the fourth quarter. Aspiriant LLC now owns 1,620,708 shares of the company’s stock worth $343,249,000 after buying an additional 93,408 shares in the last quarter. Sei Investments Co. boosted its stake in Vanguard Small-Cap Value ETF by 1.8% in the third quarter. Sei Investments Co. now owns 1,452,261 shares of the company’s stock worth $303,097,000 after buying an additional 25,434 shares in the last quarter. Finally, Captrust Financial Advisors boosted its stake in Vanguard Small-Cap Value ETF by 7.7% in the third quarter. Captrust Financial Advisors now owns 1,224,488 shares of the company’s stock worth $255,563,000 after buying an additional 87,902 shares in the last quarter.

Vanguard Small-Cap Value ETF Price Performance

Shares of VBR opened at $230.89 on Friday. The firm has a market cap of $34.62 billion, a P/E ratio of 14.99 and a beta of 1.00. The stock has a 50 day simple moving average of $223.94 and a two-hundred day simple moving average of $217.86. Vanguard Small-Cap Value ETF has a 1 year low of $176.06 and a 1 year high of $235.48.

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.