Capital Performance Advisors LLP Boosts Stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Capital Performance Advisors LLP boosted its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 9.5% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 12,671 shares of the company’s stock after purchasing an additional 1,104 shares during the period. Vanguard Small-Cap Value ETF comprises about 1.0% of Capital Performance Advisors LLP’s investment portfolio, making the stock its 14th biggest position. Capital Performance Advisors LLP’s holdings in Vanguard Small-Cap Value ETF were worth $2,280,000 as of its most recent filing with the SEC.

Several other hedge funds have also bought and sold shares of the stock. Apollon Wealth Management LLC increased its stake in shares of Vanguard Small-Cap Value ETF by 48.3% in the fourth quarter. Apollon Wealth Management LLC now owns 92,393 shares of the company’s stock worth $16,628,000 after purchasing an additional 30,104 shares in the last quarter. Lincoln National Corp boosted its holdings in Vanguard Small-Cap Value ETF by 4.1% in the 4th quarter. Lincoln National Corp now owns 260,501 shares of the company’s stock worth $46,882,000 after buying an additional 10,167 shares during the period. Private Advisor Group LLC increased its stake in Vanguard Small-Cap Value ETF by 91.3% in the 4th quarter. Private Advisor Group LLC now owns 105,200 shares of the company’s stock worth $18,933,000 after buying an additional 50,201 shares in the last quarter. Wealthcare Advisory Partners LLC raised its holdings in Vanguard Small-Cap Value ETF by 31.3% during the fourth quarter. Wealthcare Advisory Partners LLC now owns 9,756 shares of the company’s stock valued at $1,756,000 after acquiring an additional 2,327 shares during the period. Finally, MeadowBrook Investment Advisors LLC purchased a new position in shares of Vanguard Small-Cap Value ETF in the fourth quarter valued at about $40,000.

Vanguard Small-Cap Value ETF Price Performance

Shares of NYSEARCA VBR traded up $2.21 during mid-day trading on Monday, reaching $186.45. The company’s stock had a trading volume of 844,334 shares, compared to its average volume of 555,446. The stock has a fifty day moving average of $184.61 and a two-hundred day moving average of $175.64. The firm has a market capitalization of $28.16 billion, a PE ratio of 11.42 and a beta of 1.09. Vanguard Small-Cap Value ETF has a 52 week low of $148.75 and a 52 week high of $192.44.

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.