Octavia Wealth Advisors LLC Grows Position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Octavia Wealth Advisors LLC lifted its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 3.4% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 79,934 shares of the company’s stock after purchasing an additional 2,629 shares during the quarter. Vanguard Small-Cap Value ETF comprises approximately 2.5% of Octavia Wealth Advisors LLC’s investment portfolio, making the stock its 15th biggest position. Octavia Wealth Advisors LLC owned 0.05% of Vanguard Small-Cap Value ETF worth $14,386,000 as of its most recent SEC filing.

A number of other hedge funds have also modified their holdings of the business. Advisory Alpha LLC lifted its stake in Vanguard Small-Cap Value ETF by 2.2% during the 4th quarter. Advisory Alpha LLC now owns 2,748 shares of the company’s stock worth $495,000 after acquiring an additional 58 shares in the last quarter. Jackson Creek Investment Advisors LLC lifted its stake in Vanguard Small-Cap Value ETF by 1.7% during the 3rd quarter. Jackson Creek Investment Advisors LLC now owns 3,843 shares of the company’s stock worth $613,000 after acquiring an additional 63 shares in the last quarter. Winthrop Advisory Group LLC lifted its stake in Vanguard Small-Cap Value ETF by 5.0% during the 3rd quarter. Winthrop Advisory Group LLC now owns 1,339 shares of the company’s stock worth $213,000 after acquiring an additional 64 shares in the last quarter. Wade G W & Inc. lifted its stake in Vanguard Small-Cap Value ETF by 4.6% during the 3rd quarter. Wade G W & Inc. now owns 1,487 shares of the company’s stock worth $237,000 after acquiring an additional 65 shares in the last quarter. Finally, Indiana Trust & Investment Management CO lifted its stake in Vanguard Small-Cap Value ETF by 29.1% during the 4th quarter. Indiana Trust & Investment Management CO now owns 293 shares of the company’s stock worth $53,000 after acquiring an additional 66 shares in the last quarter.

Vanguard Small-Cap Value ETF Trading Down 0.5 %

VBR traded down $0.95 during mid-day trading on Tuesday, hitting $178.89. 209,717 shares of the stock were exchanged, compared to its average volume of 574,984. The firm’s fifty day moving average is $183.87 and its two-hundred day moving average is $173.04. Vanguard Small-Cap Value ETF has a 1-year low of $148.75 and a 1-year high of $192.44. The company has a market cap of $27.02 billion, a PE ratio of 11.50 and a beta of 1.09.

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.