Walter & Keenan Wealth Management LLC IN ADV Has $1.07 Million Stock Holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Walter & Keenan Wealth Management LLC IN ADV lifted its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 101.5% in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 5,382 shares of the company’s stock after buying an additional 2,711 shares during the period. Walter & Keenan Wealth Management LLC IN ADV’s holdings in Vanguard Small-Cap Value ETF were worth $1,067,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also modified their holdings of VBR. Sunbelt Securities Inc. bought a new stake in shares of Vanguard Small-Cap Value ETF during the third quarter worth $25,000. Teachers Insurance & Annuity Association of America acquired a new stake in shares of Vanguard Small-Cap Value ETF during the 3rd quarter valued at $26,000. FSA Wealth Management LLC bought a new stake in Vanguard Small-Cap Value ETF during the 3rd quarter worth $28,000. Eastern Bank bought a new stake in Vanguard Small-Cap Value ETF during the 4th quarter worth $32,000. Finally, Planning Capital Management Corp acquired a new position in Vanguard Small-Cap Value ETF in the 3rd quarter worth about $34,000.

Vanguard Small-Cap Value ETF Trading Down 0.9 %

Shares of VBR stock opened at $203.43 on Monday. The firm has a market capitalization of $30.73 billion, a price-to-earnings ratio of 11.42 and a beta of 1.09. The business’s 50-day moving average price is $204.06 and its 200-day moving average price is $200.91. Vanguard Small-Cap Value ETF has a 12 month low of $174.19 and a 12 month high of $219.01.

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.