Talon Private Wealth LLC Takes $4.36 Million Position in Vanguard Small-Cap Value ETF $VBR

Talon Private Wealth LLC purchased a new position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased 20,088 shares of the company’s stock, valued at approximately $4,364,000.

Other large investors have also recently made changes to their positions in the company. Valpey Financial Services LLC boosted its stake in Vanguard Small-Cap Value ETF by 21,125.3% during the 4th quarter. Valpey Financial Services LLC now owns 4,270,098 shares of the company’s stock worth $904,364,000 after purchasing an additional 4,249,980 shares during the last quarter. Bank of America Corp DE grew its holdings in shares of Vanguard Small-Cap Value ETF by 3.6% during the fourth quarter. Bank of America Corp DE now owns 15,999,348 shares of the company’s stock worth $3,388,502,000 after buying an additional 560,544 shares in the last quarter. Align Financial LLC acquired a new stake in shares of Vanguard Small-Cap Value ETF in the fourth quarter valued at about $97,410,000. Focus Partners Wealth raised its position in shares of Vanguard Small-Cap Value ETF by 53.8% in the fourth quarter. Focus Partners Wealth now owns 849,534 shares of the company’s stock valued at $179,915,000 after buying an additional 297,074 shares during the last quarter. Finally, Corient Private Wealth LLC lifted its stake in shares of Vanguard Small-Cap Value ETF by 128.8% in the second quarter. Corient Private Wealth LLC now owns 505,618 shares of the company’s stock worth $98,654,000 after buying an additional 284,655 shares in the last quarter.

Vanguard Small-Cap Value ETF Trading Up 1.0%

VBR opened at $248.10 on Wednesday. The firm has a market capitalization of $37.67 billion, a PE ratio of 14.99 and a beta of 0.96. Vanguard Small-Cap Value ETF has a twelve month low of $193.00 and a twelve month high of $248.28. The firm’s 50-day moving average price is $239.55 and its 200 day moving average price is $230.54.

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.