MGO Private Wealth LLC Increases Stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

MGO Private Wealth LLC lifted its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 1.3% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 7,488 shares of the company’s stock after purchasing an additional 98 shares during the quarter. Vanguard Small-Cap Value ETF comprises about 0.9% of MGO Private Wealth LLC’s portfolio, making the stock its 25th largest holding. MGO Private Wealth LLC’s holdings in Vanguard Small-Cap Value ETF were worth $1,348,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also recently modified their holdings of VBR. Ropes Wealth Advisors LLC raised its position in Vanguard Small-Cap Value ETF by 16.8% during the 3rd quarter. Ropes Wealth Advisors LLC now owns 1,706 shares of the company’s stock worth $272,000 after buying an additional 245 shares during the last quarter. U.S. Capital Wealth Advisors LLC raised its position in Vanguard Small-Cap Value ETF by 5.7% during the 3rd quarter. U.S. Capital Wealth Advisors LLC now owns 5,722 shares of the company’s stock worth $913,000 after buying an additional 310 shares during the last quarter. Country Club Bank GFN raised its position in Vanguard Small-Cap Value ETF by 9.7% during the 3rd quarter. Country Club Bank GFN now owns 6,517 shares of the company’s stock worth $1,043,000 after buying an additional 576 shares during the last quarter. Lantz Financial LLC raised its position in Vanguard Small-Cap Value ETF by 23.0% during the 3rd quarter. Lantz Financial LLC now owns 13,190 shares of the company’s stock worth $2,104,000 after buying an additional 2,469 shares during the last quarter. Finally, Retirement Financial Solutions LLC increased its holdings in shares of Vanguard Small-Cap Value ETF by 17.1% during the 3rd quarter. Retirement Financial Solutions LLC now owns 70,663 shares of the company’s stock valued at $11,270,000 after purchasing an additional 10,294 shares in the last quarter.

Vanguard Small-Cap Value ETF Stock Up 0.4 %

Shares of NYSEARCA:VBR traded up $0.68 during trading on Friday, hitting $182.46. 289,012 shares of the stock traded hands, compared to its average volume of 566,014. The company has a market cap of $27.56 billion, a price-to-earnings ratio of 11.50 and a beta of 1.09. The company has a fifty day moving average price of $184.29 and a two-hundred day moving average price of $174.42. Vanguard Small-Cap Value ETF has a 52-week low of $148.75 and a 52-week high of $192.44.

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.