Waverly Advisors LLC Buys 5,632 Shares of Vanguard Small-Cap Value ETF $VBR

Waverly Advisors LLC raised its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 26.2% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 27,123 shares of the company’s stock after purchasing an additional 5,632 shares during the period. Waverly Advisors LLC’s holdings in Vanguard Small-Cap Value ETF were worth $5,892,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. Klingman & Associates LLC raised its position in shares of Vanguard Small-Cap Value ETF by 106.6% in the fourth quarter. Klingman & Associates LLC now owns 8,030 shares of the company’s stock valued at $1,701,000 after buying an additional 4,144 shares in the last quarter. Clayton Financial Group LLC boosted its stake in shares of Vanguard Small-Cap Value ETF by 28.9% in the fourth quarter. Clayton Financial Group LLC now owns 42,721 shares of the company’s stock valued at $9,048,000 after buying an additional 9,581 shares during the period. Forbes Financial Planning Inc. grew its position in Vanguard Small-Cap Value ETF by 15.3% during the fourth quarter. Forbes Financial Planning Inc. now owns 52,246 shares of the company’s stock worth $11,066,000 after buying an additional 6,920 shares in the last quarter. Northwest Quadrant Wealth Management LLC grew its position in Vanguard Small-Cap Value ETF by 1.7% during the fourth quarter. Northwest Quadrant Wealth Management LLC now owns 135,704 shares of the company’s stock worth $28,741,000 after buying an additional 2,275 shares in the last quarter. Finally, Fifth Third Securities Inc. grew its position in Vanguard Small-Cap Value ETF by 6.0% during the fourth quarter. Fifth Third Securities Inc. now owns 45,739 shares of the company’s stock worth $9,687,000 after buying an additional 2,599 shares in the last quarter.

Vanguard Small-Cap Value ETF Price Performance

Vanguard Small-Cap Value ETF stock opened at $248.10 on Wednesday. The firm has a market cap of $37.67 billion, a PE ratio of 14.99 and a beta of 0.96. The stock’s fifty day moving average price is $239.55 and its two-hundred day moving average price is $230.54. Vanguard Small-Cap Value ETF has a one year low of $193.00 and a one year high of $248.28.

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. 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.