Schwallier Wealth Management LLC Buys 240 Shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Schwallier Wealth Management LLC grew its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 4.1% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 6,144 shares of the company’s stock after buying an additional 240 shares during the period. Vanguard Small-Cap Value ETF makes up 0.9% of Schwallier Wealth Management LLC’s portfolio, making the stock its 13th biggest position. Schwallier Wealth Management LLC’s holdings in Vanguard Small-Cap Value ETF were worth $1,234,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors also recently modified their holdings of the stock. Russell Investments Group Ltd. lifted its holdings in Vanguard Small-Cap Value ETF by 119.7% during the first quarter. Russell Investments Group Ltd. now owns 1,081 shares of the company’s stock worth $207,000 after acquiring an additional 589 shares in the last quarter. Vanguard Group Inc. lifted its holdings in shares of Vanguard Small-Cap Value ETF by 6.6% during the 1st quarter. Vanguard Group Inc. now owns 29,411 shares of the company’s stock valued at $5,643,000 after purchasing an additional 1,822 shares in the last quarter. O Shaughnessy Asset Management LLC lifted its holdings in shares of Vanguard Small-Cap Value ETF by 51.4% during the 1st quarter. O Shaughnessy Asset Management LLC now owns 5,765 shares of the company’s stock valued at $1,106,000 after purchasing an additional 1,956 shares in the last quarter. Oxford Financial Group LTD. LLC grew its position in shares of Vanguard Small-Cap Value ETF by 74.7% in the 1st quarter. Oxford Financial Group LTD. LLC now owns 524 shares of the company’s stock valued at $101,000 after purchasing an additional 224 shares during the period. Finally, InterOcean Capital Group LLC increased its stake in Vanguard Small-Cap Value ETF by 3.7% during the 1st quarter. InterOcean Capital Group LLC now owns 21,392 shares of the company’s stock worth $4,105,000 after purchasing an additional 769 shares in the last quarter.

Vanguard Small-Cap Value ETF Stock Performance

Shares of VBR stock opened at $207.33 on Tuesday. Vanguard Small-Cap Value ETF has a 52 week low of $162.22 and a 52 week high of $214.96. The company’s 50 day moving average price is $200.99 and its two-hundred day moving average price is $192.75. The company has a market capitalization of $31.32 billion, a P/E ratio of 11.42 and a beta of 1.09.

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.