Vanguard Small-Cap Value ETF (NYSEARCA:VBR) is Inspirion Wealth Advisors LLC’s 5th Largest Position

Inspirion Wealth Advisors LLC lifted its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 2.8% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 219,564 shares of the company’s stock after acquiring an additional 6,002 shares during the period. Vanguard Small-Cap Value ETF accounts for about 6.1% of Inspirion Wealth Advisors LLC’s holdings, making the stock its 5th biggest position. Inspirion Wealth Advisors LLC owned approximately 0.15% of Vanguard Small-Cap Value ETF worth $40,075,000 at the end of the most recent quarter.

Other hedge funds have also modified their holdings of the company. Pacific Capital Wealth Advisors Inc. purchased a new position in Vanguard Small-Cap Value ETF during the 4th quarter worth $25,000. Webster Bank N. A. increased its position in Vanguard Small-Cap Value ETF by 153.5% in the 2nd quarter. Webster Bank N. A. now owns 180 shares of the company’s stock valued at $33,000 after acquiring an additional 109 shares during the period. Motco acquired a new position in Vanguard Small-Cap Value ETF in the 1st quarter valued at about $36,000. LifeSteps Financial Inc. purchased a new stake in Vanguard Small-Cap Value ETF during the 1st quarter valued at approximately $37,000. Finally, American National Bank lifted its position in Vanguard Small-Cap Value ETF by 120.4% during the 4th quarter. American National Bank now owns 205 shares of the company’s stock worth $37,000 after acquiring an additional 112 shares during the period.

Vanguard Small-Cap Value ETF Price Performance

Shares of VBR stock traded up $0.27 during midday trading on Friday, hitting $187.05. The company had a trading volume of 211,640 shares, compared to its average volume of 492,624. The stock has a market cap of $28.25 billion, a price-to-earnings ratio of 11.42 and a beta of 1.09. The company’s 50 day simple moving average is $186.60 and its 200 day simple moving average is $184.68. Vanguard Small-Cap Value ETF has a 52-week low of $148.75 and a 52-week high of $201.31.

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.