Soltis Investment Advisors LLC Has $862,000 Stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Soltis Investment Advisors LLC grew its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 24.3% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 4,352 shares of the company’s stock after purchasing an additional 851 shares during the quarter. Soltis Investment Advisors LLC’s holdings in Vanguard Small-Cap Value ETF were worth $862,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Team Hewins LLC acquired a new position in shares of Vanguard Small-Cap Value ETF in the fourth quarter valued at approximately $450,000. JPMorgan Chase & Co. boosted 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 buying an additional 44,114 shares during the period. Diversified Portfolios Inc. boosted its stake in shares of 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 valued at $2,638,000 after buying an additional 200 shares during the period. Aspiriant LLC boosted its stake in shares of 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 valued at $242,598,000 after buying an additional 362,906 shares during the period. Finally, Global Retirement Partners LLC boosted its stake in shares of Vanguard Small-Cap Value ETF by 4.8% in the third 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 Trading Down 0.1 %

Shares of VBR stock opened at $203.32 on Tuesday. The stock has a market cap of $30.71 billion, a P/E ratio of 11.42 and a beta of 1.09. The stock has a 50 day simple moving average of $204.06 and a 200 day simple moving average of $200.98. Vanguard Small-Cap Value ETF has a 1 year low of $174.19 and a 1 year high of $219.01.

Vanguard Small-Cap Value ETF 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.