Perigon Wealth Management LLC Buys 1,285 Shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Perigon Wealth Management LLC boosted its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 5.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 23,960 shares of the company’s stock after purchasing an additional 1,285 shares during the period. Perigon Wealth Management LLC’s holdings in Vanguard Small-Cap Value ETF were worth $4,880,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Team Hewins LLC bought a new position in shares of Vanguard Small-Cap Value ETF in the 4th quarter worth approximately $450,000. JPMorgan Chase & Co. raised its position in 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 worth $118,140,000 after acquiring 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% during the 3rd quarter. Diversified Portfolios Inc. now owns 13,137 shares of the company’s stock worth $2,638,000 after acquiring an additional 200 shares during the last quarter. Aspiriant LLC grew its position in shares of Vanguard Small-Cap Value ETF by 42.1% during the 4th quarter. Aspiriant LLC now owns 1,224,131 shares of the company’s stock valued at $242,598,000 after acquiring an additional 362,906 shares during the period. Finally, Global Retirement Partners LLC increased its stake in shares of 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 worth $1,782,000 after purchasing an additional 409 shares in the last quarter.

Vanguard Small-Cap Value ETF Stock Performance

NYSEARCA VBR opened at $205.77 on Wednesday. The business’s fifty day moving average is $205.58 and its 200 day moving average is $200.34. Vanguard Small-Cap Value ETF has a fifty-two week low of $173.32 and a fifty-two week high of $219.01. The company has a market capitalization of $31.08 billion, a PE ratio of 11.42 and a beta of 1.09.

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.