Brandywine Oak Private Wealth LLC Increases Position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Brandywine Oak Private Wealth LLC boosted its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 2.5% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 29,501 shares of the company’s stock after purchasing an additional 733 shares during the quarter. Vanguard Small-Cap Value ETF makes up 0.6% of Brandywine Oak Private Wealth LLC’s holdings, making the stock its 28th largest position. Brandywine Oak Private Wealth LLC’s holdings in Vanguard Small-Cap Value ETF were worth $5,847,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of VBR. Assetmark Inc. boosted its holdings in Vanguard Small-Cap Value ETF by 3.8% in the 3rd quarter. Assetmark Inc. now owns 3,817,544 shares of the company’s stock worth $766,487,000 after buying an additional 139,196 shares during the last quarter. Captrust Financial Advisors boosted its stake in shares of Vanguard Small-Cap Value ETF by 655.6% in the third quarter. Captrust Financial Advisors now owns 1,548,368 shares of the company’s stock worth $310,881,000 after acquiring an additional 1,343,457 shares during the last quarter. World Investment Advisors LLC increased its position in shares of Vanguard Small-Cap Value ETF by 24,002.3% during the third quarter. World Investment Advisors LLC now owns 1,373,829 shares of the company’s stock worth $275,837,000 after purchasing an additional 1,368,129 shares in the last quarter. LPL Financial LLC raised its stake in Vanguard Small-Cap Value ETF by 7.0% in the 3rd quarter. LPL Financial LLC now owns 1,230,640 shares of the company’s stock valued at $247,088,000 after purchasing an additional 80,279 shares during the last quarter. Finally, Aspiriant LLC lifted its holdings in Vanguard Small-Cap Value ETF by 42.1% in the 4th quarter. Aspiriant LLC now owns 1,224,131 shares of the company’s stock valued at $242,598,000 after purchasing an additional 362,906 shares in the last quarter.

Vanguard Small-Cap Value ETF Trading Up 0.6 %

VBR opened at $205.11 on Thursday. The firm’s 50-day moving average price is $204.74 and its 200 day moving average price is $200.74. Vanguard Small-Cap Value ETF has a twelve month low of $174.19 and a twelve month high of $219.01. The firm has a market capitalization of $30.98 billion, a PE ratio of 11.42 and a beta of 1.09.

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.