HM Payson & Co. Takes Position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

HM Payson & Co. purchased a new position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 324 shares of the company’s stock, valued at approximately $64,000.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in VBR. Oak Hill Wealth Advisors LLC raised its position in shares of Vanguard Small-Cap Value ETF by 202.9% in the fourth quarter. Oak Hill Wealth Advisors LLC now owns 3,494 shares of the company’s stock worth $692,000 after acquiring an additional 6,888 shares during the period. K2 Financial Inc. purchased a new position in shares of Vanguard Small-Cap Value ETF in the 4th quarter valued at about $540,000. Jackson Creek Investment Advisors LLC raised its holdings in Vanguard Small-Cap Value ETF by 1.3% in the 4th quarter. Jackson Creek Investment Advisors LLC now owns 4,076 shares of the company’s stock worth $808,000 after purchasing an additional 53 shares during the period. Bay Colony Advisory Group Inc d b a Bay Colony Advisors boosted its position in Vanguard Small-Cap Value ETF by 2.7% during the fourth quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors now owns 6,665 shares of the company’s stock worth $1,321,000 after purchasing an additional 173 shares in the last quarter. Finally, Ashton Thomas Private Wealth LLC grew its holdings in Vanguard Small-Cap Value ETF by 9.5% in the fourth quarter. Ashton Thomas Private Wealth LLC now owns 36,492 shares of the company’s stock valued at $7,232,000 after purchasing an additional 3,166 shares during the period.

Vanguard Small-Cap Value ETF Price Performance

Shares of VBR stock opened at $191.25 on Monday. Vanguard Small-Cap Value ETF has a 1-year low of $177.15 and a 1-year high of $219.01. The company has a market cap of $100.38 billion, a price-to-earnings ratio of 16.22 and a beta of 1.16. The stock has a 50 day simple moving average of $200.82 and a 200-day simple moving average of $202.09.

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.