Discipline Wealth Solutions LLC Acquires 2,714 Shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Discipline Wealth Solutions LLC lifted its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 120.8% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 4,961 shares of the company’s stock after purchasing an additional 2,714 shares during the quarter. Vanguard Small-Cap Value ETF makes up about 0.7% of Discipline Wealth Solutions LLC’s holdings, making the stock its 13th biggest position. Discipline Wealth Solutions LLC’s holdings in Vanguard Small-Cap Value ETF were worth $906,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also modified their holdings of the company. Vantage Financial Partners LLC acquired a new stake in shares of Vanguard Small-Cap Value ETF in the fourth quarter worth about $1,145,000. Accretive Wealth Partners LLC raised its stake in shares of Vanguard Small-Cap Value ETF by 3.0% in the 4th quarter. Accretive Wealth Partners LLC now owns 4,054 shares of the company’s stock valued at $730,000 after acquiring an additional 118 shares in the last quarter. Aveo Capital Partners LLC lifted its holdings in Vanguard Small-Cap Value ETF by 10.8% in the 4th quarter. Aveo Capital Partners LLC now owns 4,862 shares of the company’s stock worth $875,000 after purchasing an additional 474 shares during the last quarter. QRG Capital Management Inc. boosted its position in Vanguard Small-Cap Value ETF by 12.9% during the fourth quarter. QRG Capital Management Inc. now owns 1,809 shares of the company’s stock worth $326,000 after purchasing an additional 207 shares during the period. Finally, Envestnet Portfolio Solutions Inc. boosted its position in Vanguard Small-Cap Value ETF by 26.1% during the fourth quarter. Envestnet Portfolio Solutions Inc. now owns 18,309 shares of the company’s stock worth $3,295,000 after purchasing an additional 3,791 shares during the period.

Vanguard Small-Cap Value ETF Stock Up 0.3 %

NYSEARCA:VBR opened at $190.25 on Tuesday. The company’s 50 day moving average is $190.79 and its 200-day moving average is $186.97. Vanguard Small-Cap Value ETF has a 12 month low of $148.75 and a 12 month high of $201.31. The firm has a market cap of $28.74 billion, a price-to-earnings ratio of 11.42 and a beta of 1.09.

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.