Sonata Capital Group Inc. Boosts Stock Holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Sonata Capital Group Inc. lifted its holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 1.2% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 13,389 shares of the company’s stock after purchasing an additional 165 shares during the period. Vanguard Small-Cap Value ETF comprises 1.1% of Sonata Capital Group Inc.’s holdings, making the stock its 24th biggest position. Sonata Capital Group Inc.’s holdings in Vanguard Small-Cap Value ETF were worth $2,653,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently modified their holdings of VBR. Assetmark Inc. lifted its holdings in Vanguard Small-Cap Value ETF by 3.8% during the third quarter. Assetmark Inc. now owns 3,817,544 shares of the company’s stock worth $766,487,000 after buying an additional 139,196 shares during the period. Captrust Financial Advisors boosted its position in Vanguard Small-Cap Value ETF by 655.6% during the third quarter. Captrust Financial Advisors now owns 1,548,368 shares of the company’s stock valued at $310,881,000 after purchasing an additional 1,343,457 shares in the last quarter. World Investment Advisors LLC grew its stake in Vanguard Small-Cap Value ETF by 24,002.3% in the third quarter. World Investment Advisors LLC now owns 1,373,829 shares of the company’s stock valued at $275,837,000 after purchasing an additional 1,368,129 shares during the last quarter. LPL Financial LLC grew its stake in Vanguard Small-Cap Value ETF by 7.0% in the third quarter. LPL Financial LLC now owns 1,230,640 shares of the company’s stock valued at $247,088,000 after purchasing an additional 80,279 shares during the last quarter. Finally, Aspiriant LLC raised its holdings in Vanguard Small-Cap Value ETF by 42.1% in the fourth quarter. Aspiriant LLC now owns 1,224,131 shares of the company’s stock worth $242,598,000 after purchasing an additional 362,906 shares in the last quarter.

Vanguard Small-Cap Value ETF Stock Performance

NYSEARCA:VBR opened at $203.56 on Wednesday. The stock has a market capitalization of $30.75 billion, a P/E ratio of 11.42 and a beta of 1.09. The company’s 50-day simple moving average is $203.81 and its 200-day simple moving average is $201.05. Vanguard Small-Cap Value ETF has a fifty-two week low of $174.19 and a fifty-two week high of $219.01.

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.