Advyzon Investment Management LLC Makes New $1.94 Million Investment in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Advyzon Investment Management LLC bought a new position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 9,802 shares of the company’s stock, valued at approximately $1,943,000. Vanguard Small-Cap Value ETF comprises about 0.7% of Advyzon Investment Management LLC’s investment portfolio, making the stock its 24th largest holding.

Several other hedge funds also recently bought and sold shares of the company. Team Hewins LLC acquired a new position in shares of Vanguard Small-Cap Value ETF during the 4th quarter valued at about $450,000. JPMorgan Chase & Co. grew its holdings in Vanguard Small-Cap Value ETF by 8.1% in the 3rd quarter. JPMorgan Chase & Co. now owns 588,406 shares of the company’s stock valued at $118,140,000 after buying an additional 44,114 shares during the last quarter. Diversified Portfolios Inc. grew its holdings in Vanguard Small-Cap Value ETF by 1.5% in the 3rd quarter. Diversified Portfolios Inc. now owns 13,137 shares of the company’s stock valued at $2,638,000 after buying an additional 200 shares during the last quarter. Aspiriant LLC grew its holdings in Vanguard Small-Cap Value ETF by 42.1% in the 4th quarter. Aspiriant LLC now owns 1,224,131 shares of the company’s stock valued at $242,598,000 after buying an additional 362,906 shares during the last quarter. Finally, Stratos Wealth Partners LTD. grew its holdings in Vanguard Small-Cap Value ETF by 16.0% in the 4th quarter. Stratos Wealth Partners LTD. now owns 11,535 shares of the company’s stock valued at $2,286,000 after buying an additional 1,595 shares during the last quarter.

Vanguard Small-Cap Value ETF Stock Down 0.4 %

VBR opened at $203.84 on Thursday. The firm has a market capitalization of $30.79 billion, a P/E ratio of 11.42 and a beta of 1.09. The stock’s 50 day moving average price is $202.52 and its two-hundred day moving average price is $201.41. Vanguard Small-Cap Value ETF has a 12-month low of $177.15 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.