Capital Wealth Management LLC Increases Stake in Vanguard Small-Cap Value ETF $VBR

Capital Wealth Management LLC increased its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 3.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 77,159 shares of the company’s stock after acquiring an additional 2,923 shares during the quarter. Vanguard Small-Cap Value ETF makes up 5.3% of Capital Wealth Management LLC’s investment portfolio, making the stock its 9th largest position. Capital Wealth Management LLC’s holdings in Vanguard Small-Cap Value ETF were worth $16,341,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also bought and sold shares of the company. Oppenheimer & Co. Inc. lifted its holdings in Vanguard Small-Cap Value ETF by 3.8% in the 4th quarter. Oppenheimer & Co. Inc. now owns 4,537 shares of the company’s stock worth $961,000 after buying an additional 164 shares during the period. WoodTrust Financial Corp lifted its holdings in Vanguard Small-Cap Value ETF by 8.4% in the 4th quarter. WoodTrust Financial Corp now owns 3,069 shares of the company’s stock worth $650,000 after buying an additional 237 shares during the period. US Bancorp DE lifted its holdings in Vanguard Small-Cap Value ETF by 2.6% in the 4th quarter. US Bancorp DE now owns 155,486 shares of the company’s stock worth $32,949,000 after buying an additional 3,875 shares during the period. Barnes Pettey Financial Advisors LLC lifted its holdings in Vanguard Small-Cap Value ETF by 2.5% in the 4th quarter. Barnes Pettey Financial Advisors LLC now owns 2,038 shares of the company’s stock worth $432,000 after buying an additional 50 shares during the period. Finally, Ellenbecker Investment Group lifted its holdings in Vanguard Small-Cap Value ETF by 5.7% in the 4th quarter. Ellenbecker Investment Group now owns 1,024 shares of the company’s stock worth $217,000 after buying an additional 55 shares during the period.

Vanguard Small-Cap Value ETF Stock Performance

NYSEARCA VBR opened at $232.42 on Friday. Vanguard Small-Cap Value ETF has a fifty-two week low of $178.98 and a fifty-two week high of $235.48. The stock has a 50 day simple moving average of $223.90 and a two-hundred day simple moving average of $218.46. The stock has a market cap of $34.84 billion, a P/E ratio of 14.99 and a beta of 1.00.

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.