LifeGoal Investments LLC Makes New Investment in Vanguard Small-Cap Value ETF $VBR

LifeGoal Investments LLC acquired a new position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund acquired 23,572 shares of the company’s stock, valued at approximately $5,446,000. Vanguard Small-Cap Value ETF accounts for about 1.7% of LifeGoal Investments LLC’s holdings, making the stock its 17th largest holding.

A number of other large investors have also recently made changes to their positions in VBR. TOP Private Wealth LLC. purchased a new position in Vanguard Small-Cap Value ETF in the 2nd quarter worth $32,000. Tower View Wealth Management LLC purchased a new stake in Vanguard Small-Cap Value ETF during the 1st quarter valued at about $37,000. First Bancorp Inc ME acquired a new position in shares of Vanguard Small-Cap Value ETF in the second quarter valued at about $46,000. Matrix Private Capital Group LLC acquired a new position in shares of Vanguard Small-Cap Value ETF in the first quarter valued at about $41,000. Finally, Howe & Rusling Inc. purchased a new position in shares of Vanguard Small-Cap Value ETF in the first quarter worth about $49,000.

Vanguard Small-Cap Value ETF Trading Up 0.7%

Shares of NYSEARCA VBR opened at $233.91 on Friday. The company has a 50 day simple moving average of $243.15 and a two-hundred day simple moving average of $237.14. Vanguard Small-Cap Value ETF has a 12 month low of $198.76 and a 12 month high of $251.85. The stock has a market cap of $35.56 billion, a price-to-earnings ratio of 14.99 and a beta of 0.97.

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.