Cassady Schiller Wealth Management LLC Has $1.89 Million Stock Position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Cassady Schiller Wealth Management LLC boosted its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 1.1% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 9,533 shares of the company’s stock after buying an additional 108 shares during the period. Vanguard Small-Cap Value ETF makes up about 0.7% of Cassady Schiller Wealth Management LLC’s holdings, making the stock its 26th biggest position. Cassady Schiller Wealth Management LLC’s holdings in Vanguard Small-Cap Value ETF were worth $1,889,000 at the end of the most recent quarter.

Other large investors have also recently bought and sold shares of the company. Sunbelt Securities Inc. acquired a new position in Vanguard Small-Cap Value ETF during the third quarter valued at $25,000. Teachers Insurance & Annuity Association of America acquired a new position in Vanguard Small-Cap Value ETF during the third quarter valued at $26,000. FSA Wealth Management LLC acquired a new position in Vanguard Small-Cap Value ETF during the third quarter valued at $28,000. Eastern Bank acquired a new position in Vanguard Small-Cap Value ETF during the fourth quarter valued at $32,000. Finally, Fairway Wealth LLC acquired a new position in Vanguard Small-Cap Value ETF during the fourth quarter valued at $33,000.

Vanguard Small-Cap Value ETF Trading Up 2.3 %

NYSEARCA:VBR opened at $187.23 on Monday. The business’s fifty day moving average price is $199.58 and its 200 day moving average price is $201.72. Vanguard Small-Cap Value ETF has a 1-year low of $177.15 and a 1-year high of $219.01. The firm has a market capitalization of $100.18 billion, a price-to-earnings ratio of 15.39 and a beta of 1.16.

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.