Cathy Pareto & Associates Inc. Makes New Investment in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Cathy Pareto & Associates Inc. acquired a new position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund acquired 20,799 shares of the company’s stock, valued at approximately $4,122,000. Vanguard Small-Cap Value ETF comprises about 3.8% of Cathy Pareto & Associates Inc.’s portfolio, making the stock its 8th largest holding.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Strategic Investment Advisors MI lifted its holdings in shares of Vanguard Small-Cap Value ETF by 7.1% in the 4th quarter. Strategic Investment Advisors MI now owns 69,098 shares of the company’s stock worth $13,694,000 after acquiring an additional 4,580 shares during the last quarter. Armbruster Capital Management Inc. boosted its holdings in Vanguard Small-Cap Value ETF by 1.3% during the 4th quarter. Armbruster Capital Management Inc. now owns 3,965 shares of the company’s stock valued at $786,000 after acquiring an additional 49 shares during the period. High Net Worth Advisory Group LLC grew its holdings in shares of Vanguard Small-Cap Value ETF by 11.3% in the fourth quarter. High Net Worth Advisory Group LLC now owns 5,030 shares of the company’s stock worth $998,000 after purchasing an additional 509 shares during the last quarter. Baron Financial Group LLC bought a new stake in Vanguard Small-Cap Value ETF during the 4th quarter valued at $210,000. Finally, Rockwood Wealth Management LLC grew its holdings in Vanguard Small-Cap Value ETF by 5.1% in the 4th quarter. Rockwood Wealth Management LLC now owns 3,255 shares of the company’s stock worth $643,000 after acquiring an additional 159 shares during the last quarter.

Vanguard Small-Cap Value ETF Stock Performance

VBR opened at $206.64 on Monday. The stock has a market capitalization of $31.21 billion, a PE ratio of 11.42 and a beta of 1.09. The stock’s 50 day moving average price is $205.63 and its 200-day moving average price is $200.09. Vanguard Small-Cap Value ETF has a 52-week low of $173.32 and a 52-week high of $219.01.

About Vanguard Small-Cap Value ETF

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.