Compass Ion Advisors LLC Purchases 1,354 Shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Compass Ion Advisors LLC boosted its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 3.0% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 46,807 shares of the company’s stock after acquiring an additional 1,354 shares during the quarter. Vanguard Small-Cap Value ETF makes up approximately 1.3% of Compass Ion Advisors LLC’s portfolio, making the stock its 15th largest holding. Compass Ion Advisors LLC’s holdings in Vanguard Small-Cap Value ETF were worth $8,981,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in the business. Assetmark Inc. lifted its holdings in Vanguard Small-Cap Value ETF by 4.7% in the 4th quarter. Assetmark Inc. now owns 3,319,094 shares of the company’s stock worth $597,337,000 after purchasing an additional 147,945 shares during the last quarter. Sei Investments Co. boosted its holdings in shares of Vanguard Small-Cap Value ETF by 4.5% during the 4th quarter. Sei Investments Co. now owns 1,207,315 shares of the company’s stock worth $217,302,000 after buying an additional 52,424 shares during the period. Aspiriant LLC grew its stake in Vanguard Small-Cap Value ETF by 0.3% in the 1st quarter. Aspiriant LLC now owns 753,095 shares of the company’s stock valued at $144,507,000 after buying an additional 2,309 shares during the last quarter. TIAA Trust National Association lifted its position in Vanguard Small-Cap Value ETF by 8.3% during the 4th quarter. TIAA Trust National Association now owns 651,149 shares of the company’s stock worth $117,187,000 after acquiring an additional 49,710 shares during the last quarter. Finally, Symmetry Partners LLC boosted its holdings in Vanguard Small-Cap Value ETF by 0.9% during the fourth quarter. Symmetry Partners LLC now owns 494,803 shares of the company’s stock valued at $89,178,000 after acquiring an additional 4,382 shares during the period.

Vanguard Small-Cap Value ETF Stock Performance

Vanguard Small-Cap Value ETF stock opened at $182.52 on Monday. Vanguard Small-Cap Value ETF has a 52 week low of $148.75 and a 52 week high of $192.44. The firm has a market capitalization of $27.57 billion, a PE ratio of 11.42 and a beta of 1.09. The business’s 50-day simple moving average is $184.92 and its 200-day simple moving average is $182.42.

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.