Performa Ltd US LLC Increases Stake in Vanguard Small-Cap Value ETF $VBR

Performa Ltd US LLC lifted its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 12.5% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 98,553 shares of the company’s stock after buying an additional 10,940 shares during the period. Vanguard Small-Cap Value ETF comprises 4.8% of Performa Ltd US LLC’s investment portfolio, making the stock its 6th largest position. Performa Ltd US LLC owned 0.07% of Vanguard Small-Cap Value ETF worth $21,411,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of the company. Valpey Financial Services LLC boosted its stake in Vanguard Small-Cap Value ETF by 21,125.3% in the fourth quarter. Valpey Financial Services LLC now owns 4,270,098 shares of the company’s stock worth $904,364,000 after buying an additional 4,249,980 shares in the last quarter. Bank of America Corp DE grew its position in Vanguard Small-Cap Value ETF by 3.6% during the fourth quarter. Bank of America Corp DE now owns 15,999,348 shares of the company’s stock valued at $3,388,502,000 after acquiring an additional 560,544 shares during the last quarter. Align Financial LLC purchased a new position in shares of Vanguard Small-Cap Value ETF during the fourth quarter worth approximately $97,410,000. Focus Partners Wealth raised its stake in shares of Vanguard Small-Cap Value ETF by 53.8% during the fourth quarter. Focus Partners Wealth now owns 849,534 shares of the company’s stock worth $179,915,000 after acquiring an additional 297,074 shares in the last quarter. Finally, Corient Private Wealth LLC lifted its holdings in shares of Vanguard Small-Cap Value ETF by 128.8% in the 2nd quarter. Corient Private Wealth LLC now owns 505,618 shares of the company’s stock worth $98,654,000 after acquiring an additional 284,655 shares during the last quarter.

Vanguard Small-Cap Value ETF Stock Performance

Shares of VBR opened at $244.12 on Friday. Vanguard Small-Cap Value ETF has a fifty-two week low of $193.00 and a fifty-two week high of $246.87. The firm has a market cap of $37.06 billion, a price-to-earnings ratio of 14.99 and a beta of 0.96. The firm has a 50 day moving average price of $237.48 and a 200-day moving average price of $229.01.

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. 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.