Wells Trecaso Financial Group LLC Raises Holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Wells Trecaso Financial Group LLC raised its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 1.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 15,085 shares of the company’s stock after acquiring an additional 227 shares during the quarter. Vanguard Small-Cap Value ETF makes up about 1.0% of Wells Trecaso Financial Group LLC’s portfolio, making the stock its 27th biggest position. Wells Trecaso Financial Group LLC’s holdings in Vanguard Small-Cap Value ETF were worth $2,990,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Sunbelt Securities Inc. purchased a new position in Vanguard Small-Cap Value ETF in the third quarter valued at about $25,000. Teachers Insurance & Annuity Association of America bought a new position in shares of Vanguard Small-Cap Value ETF during the 3rd quarter worth approximately $26,000. FSA Wealth Management LLC purchased a new stake in Vanguard Small-Cap Value ETF during the third quarter valued at approximately $28,000. Eastern Bank purchased a new position in Vanguard Small-Cap Value ETF in the fourth quarter worth $32,000. Finally, Planning Capital Management Corp acquired a new position in shares of Vanguard Small-Cap Value ETF during the third quarter worth $34,000.

Vanguard Small-Cap Value ETF Price Performance

Vanguard Small-Cap Value ETF stock opened at $206.52 on Friday. Vanguard Small-Cap Value ETF has a 1-year low of $173.32 and a 1-year high of $219.01. The business has a fifty day moving average price of $205.68 and a 200-day moving average price of $199.60. The stock has a market capitalization of $31.19 billion, a price-to-earnings 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.