Congress Wealth Management LLC DE Boosts Holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Congress Wealth Management LLC DE lifted its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 2.6% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 65,326 shares of the company’s stock after buying an additional 1,663 shares during the quarter. Congress Wealth Management LLC DE’s holdings in Vanguard Small-Cap Value ETF were worth $12,947,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors also recently modified their holdings of the stock. Sunbelt Securities Inc. purchased a new position in Vanguard Small-Cap Value ETF during the third quarter valued at $25,000. Teachers Insurance & Annuity Association of America purchased a new stake in shares of Vanguard Small-Cap Value ETF in the 3rd quarter worth about $26,000. FSA Wealth Management LLC bought a new position in shares of Vanguard Small-Cap Value ETF in the 3rd quarter worth about $28,000. Eastern Bank purchased a new position in Vanguard Small-Cap Value ETF during the 4th quarter valued at about $32,000. Finally, Fairway Wealth LLC bought a new stake in Vanguard Small-Cap Value ETF during the fourth quarter worth about $33,000.

Vanguard Small-Cap Value ETF Stock Performance

Shares of VBR opened at $192.44 on Tuesday. The firm’s 50-day simple moving average is $198.63 and its two-hundred day simple moving average is $201.48. Vanguard Small-Cap Value ETF has a fifty-two week low of $177.15 and a fifty-two week high of $219.01. The stock has a market cap of $102.97 billion, a PE ratio of 15.39 and a beta of 1.16.

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.