Marmo Financial Group LLC Makes New $17.59 Million Investment in Vanguard Small-Cap Value ETF $VBR

Marmo Financial Group LLC acquired a new stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) during the 3rd quarter, according to its most recent 13F filing with the SEC. The firm acquired 84,273 shares of the company’s stock, valued at approximately $17,589,000. Vanguard Small-Cap Value ETF accounts for about 8.5% of Marmo Financial Group LLC’s investment portfolio, making the stock its 5th largest position.

A number of other institutional investors have also bought and sold shares of VBR. Whitaker Myers Wealth Managers LTD. lifted its stake in Vanguard Small-Cap Value ETF by 7.7% in the 3rd quarter. Whitaker Myers Wealth Managers LTD. now owns 100,778 shares of the company’s stock worth $21,033,000 after purchasing an additional 7,230 shares in the last quarter. FWG Investments LLC. purchased a new position in Vanguard Small-Cap Value ETF during the 2nd quarter valued at approximately $456,000. Brown Advisory Inc. increased its stake in Vanguard Small-Cap Value ETF by 12.3% in the 2nd quarter. Brown Advisory Inc. now owns 41,777 shares of the company’s stock worth $8,147,000 after acquiring an additional 4,560 shares during the last quarter. Allworth Financial LP raised its holdings in shares of Vanguard Small-Cap Value ETF by 6.6% during the 2nd quarter. Allworth Financial LP now owns 794,775 shares of the company’s stock worth $154,989,000 after acquiring an additional 49,116 shares in the last quarter. Finally, Eagle Strategies LLC boosted its position in shares of Vanguard Small-Cap Value ETF by 19.7% during the 3rd quarter. Eagle Strategies LLC now owns 56,854 shares of the company’s stock valued at $11,866,000 after acquiring an additional 9,339 shares during the last quarter.

Vanguard Small-Cap Value ETF Stock Performance

VBR stock opened at $222.06 on Friday. The firm has a fifty day moving average price of $211.33 and a 200 day moving average price of $207.17. Vanguard Small-Cap Value ETF has a fifty-two week low of $160.23 and a fifty-two week high of $222.57. The firm has a market cap of $33.77 billion, a PE ratio of 14.99 and a beta of 1.05.

Vanguard Small-Cap Value ETF 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. The Fund attempts to replicate the target Index by investing all, or substantially all, of its assets in the stocks that make up the Index, holding each stock in approximately the same proportion as its weighting in the Index.