Vanguard Small-Cap Value ETF $VBR Stock Position Boosted by Discipline Wealth Solutions LLC

Discipline Wealth Solutions LLC lifted its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 303.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 87,397 shares of the company’s stock after acquiring an additional 65,735 shares during the period. Vanguard Small-Cap Value ETF accounts for about 3.4% of Discipline Wealth Solutions LLC’s holdings, making the stock its 6th biggest position. Discipline Wealth Solutions LLC’s holdings in Vanguard Small-Cap Value ETF were worth $18,510,000 at the end of the most recent quarter.

A number of other hedge funds have also modified their holdings of VBR. Corient Private Wealth LLC grew its position in shares of Vanguard Small-Cap Value ETF by 128.8% during the second 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. Bank of America Corp DE grew its position in shares of Vanguard Small-Cap Value ETF by 1.4% during the third quarter. Bank of America Corp DE now owns 15,438,804 shares of the company’s stock worth $3,222,233,000 after acquiring an additional 209,142 shares during the last quarter. Waller Financial Planning Group Inc. grew its position in shares of Vanguard Small-Cap Value ETF by 3,765.9% during the fourth quarter. Waller Financial Planning Group Inc. now owns 147,254 shares of the company’s stock worth $31,187,000 after acquiring an additional 143,445 shares during the last quarter. World Investment Advisors grew its position in shares of Vanguard Small-Cap Value ETF by 1,650.1% during the third quarter. World Investment Advisors now owns 131,710 shares of the company’s stock worth $27,489,000 after acquiring an additional 124,184 shares during the last quarter. Finally, CWM LLC grew its position in shares of Vanguard Small-Cap Value ETF by 227.4% during the fourth quarter. CWM LLC now owns 173,948 shares of the company’s stock worth $36,840,000 after acquiring an additional 120,819 shares during the last quarter.

Vanguard Small-Cap Value ETF Price Performance

Shares of NYSEARCA VBR opened at $227.30 on Thursday. The stock has a fifty day moving average price of $223.88 and a 200 day moving average price of $216.79. Vanguard Small-Cap Value ETF has a 1-year low of $168.08 and a 1-year high of $235.48. The company has a market cap of $34.08 billion, a PE ratio of 14.99 and a beta of 1.00.

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.