Vanguard Small-Cap Value ETF $VBR is Marotta Asset Management’s 4th Largest Position

Marotta Asset Management grew its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 2.7% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 147,767 shares of the company’s stock after buying an additional 3,871 shares during the quarter. Vanguard Small-Cap Value ETF accounts for 5.9% of Marotta Asset Management’s holdings, making the stock its 4th largest holding. Marotta Asset Management’s holdings in Vanguard Small-Cap Value ETF were worth $32,234,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of the company. Y Intercept Hong Kong Ltd acquired a new position in Vanguard Small-Cap Value ETF in the 1st quarter valued at about $1,797,000. Elevation Point Wealth Partners LLC lifted its position in shares of Vanguard Small-Cap Value ETF by 10.3% during the first quarter. Elevation Point Wealth Partners LLC now owns 39,393 shares of the company’s stock worth $8,558,000 after purchasing an additional 3,675 shares in the last quarter. Sage Investment Counsel LLC boosted its stake in shares of Vanguard Small-Cap Value ETF by 16.2% in the first quarter. Sage Investment Counsel LLC now owns 3,234 shares of the company’s stock valued at $702,000 after purchasing an additional 451 shares during the period. Stevens Capital Partners boosted its stake in shares of Vanguard Small-Cap Value ETF by 9.3% in the first quarter. Stevens Capital Partners now owns 20,002 shares of the company’s stock valued at $4,345,000 after purchasing an additional 1,709 shares during the period. Finally, Prospect Financial Services LLC boosted its stake in shares of Vanguard Small-Cap Value ETF by 44.0% in the first quarter. Prospect Financial Services LLC now owns 2,035 shares of the company’s stock valued at $442,000 after purchasing an additional 622 shares during the period.

Vanguard Small-Cap Value ETF Stock Performance

Shares of VBR stock opened at $243.22 on Friday. Vanguard Small-Cap Value ETF has a fifty-two week low of $193.00 and a fifty-two week high of $245.12. The company has a 50 day moving average price of $235.15 and a 200 day moving average price of $226.99. The stock has a market capitalization of $36.86 billion, a P/E ratio of 14.99 and a beta of 0.96.

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.