Envision Financial LLC Acquires New Stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Envision Financial LLC purchased a new position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm purchased 16,321 shares of the company’s stock, valued at approximately $3,235,000. Vanguard Small-Cap Value ETF comprises approximately 2.6% of Envision Financial LLC’s investment portfolio, making the stock its 15th largest holding.

A number of other hedge funds and other institutional investors have also modified their holdings of VBR. Capital Investment Advisors LLC grew its stake in shares of Vanguard Small-Cap Value ETF by 141.8% during the 4th quarter. Capital Investment Advisors LLC now owns 3,825 shares of the company’s stock valued at $758,000 after buying an additional 2,243 shares during the period. Brookstone Capital Management increased its position in Vanguard Small-Cap Value ETF by 28.8% during the 4th quarter. Brookstone Capital Management now owns 20,676 shares of the company’s stock worth $4,098,000 after purchasing an additional 4,623 shares in the last quarter. EWG Elevate Inc. increased its position in shares of Vanguard Small-Cap Value ETF by 2.0% in the fourth quarter. EWG Elevate Inc. now owns 7,822 shares of the company’s stock worth $1,550,000 after acquiring an additional 151 shares in the last quarter. Bruce G. Allen Investments LLC lifted its stake in shares of Vanguard Small-Cap Value ETF by 64.9% during the fourth quarter. Bruce G. Allen Investments LLC now owns 4,471 shares of the company’s stock worth $886,000 after purchasing an additional 1,759 shares in the last quarter. Finally, Praetorian Wealth Management Inc. boosted its position in shares of Vanguard Small-Cap Value ETF by 0.7% in the fourth quarter. Praetorian Wealth Management Inc. now owns 58,929 shares of the company’s stock worth $11,679,000 after buying an additional 383 shares during the period.

Vanguard Small-Cap Value ETF Stock Performance

Shares of NYSEARCA:VBR traded up $0.02 during mid-day trading on Monday, hitting $195.23. 227,942 shares of the company traded hands, compared to its average volume of 720,523. The firm has a market cap of $29.49 billion, a P/E ratio of 11.42 and a beta of 1.09. Vanguard Small-Cap Value ETF has a 52-week low of $171.31 and a 52-week high of $219.01. The firm’s 50 day simple moving average is $206.59 and its 200 day simple moving average is $198.49.

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.