Synergy Asset Management LLC Makes New $138,000 Investment in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Synergy Asset Management LLC purchased a new stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 685 shares of the company’s stock, valued at approximately $138,000.

Several other hedge funds and other institutional investors also recently made changes to their positions in VBR. Team Hewins LLC acquired a new stake in Vanguard Small-Cap Value ETF in the 4th quarter worth $450,000. JPMorgan Chase & Co. raised its stake in shares of Vanguard Small-Cap Value ETF by 8.1% in the third quarter. JPMorgan Chase & Co. now owns 588,406 shares of the company’s stock valued at $118,140,000 after purchasing an additional 44,114 shares in the last quarter. Diversified Portfolios Inc. lifted its position in Vanguard Small-Cap Value ETF by 1.5% in the third quarter. Diversified Portfolios Inc. now owns 13,137 shares of the company’s stock worth $2,638,000 after purchasing an additional 200 shares during the period. Aspiriant LLC boosted its stake in Vanguard Small-Cap Value ETF by 42.1% during the fourth quarter. Aspiriant LLC now owns 1,224,131 shares of the company’s stock worth $242,598,000 after buying an additional 362,906 shares in the last quarter. Finally, Global Retirement Partners LLC increased its holdings in Vanguard Small-Cap Value ETF by 4.8% in the 3rd quarter. Global Retirement Partners LLC now owns 8,877 shares of the company’s stock valued at $1,782,000 after buying an additional 409 shares during the period.

Vanguard Small-Cap Value ETF Stock Performance

Shares of Vanguard Small-Cap Value ETF stock opened at $207.19 on Friday. Vanguard Small-Cap Value ETF has a twelve month low of $173.32 and a twelve month high of $219.01. The firm has a market cap of $31.30 billion, a P/E ratio of 11.42 and a beta of 1.09. The firm’s 50-day simple moving average is $205.53 and its 200-day simple moving average is $200.37.

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.