Sax Wealth Advisors LLC Has $509,000 Holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Sax Wealth Advisors LLC grew its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 56.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 2,568 shares of the company’s stock after acquiring an additional 931 shares during the quarter. Sax Wealth Advisors LLC’s holdings in Vanguard Small-Cap Value ETF were worth $509,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently made changes to their positions in VBR. Sunbelt Securities Inc. bought a new position in Vanguard Small-Cap Value ETF in the 3rd quarter valued at approximately $25,000. Teachers Insurance & Annuity Association of America bought a new stake in shares of Vanguard Small-Cap Value ETF during the third quarter worth $26,000. FSA Wealth Management LLC acquired a new position in shares of Vanguard Small-Cap Value ETF during the third quarter worth $28,000. Eastern Bank bought a new position in shares of Vanguard Small-Cap Value ETF in the 4th quarter valued at $32,000. Finally, Planning Capital Management Corp acquired a new stake in shares of Vanguard Small-Cap Value ETF during the 3rd quarter valued at $34,000.

Vanguard Small-Cap Value ETF Stock Up 0.5 %

Shares of VBR opened at $204.61 on Friday. The stock has a market cap of $30.91 billion, a PE ratio of 11.42 and a beta of 1.09. Vanguard Small-Cap Value ETF has a 12-month low of $171.81 and a 12-month high of $219.01. The business has a 50-day simple moving average of $206.02 and a two-hundred day simple moving average of $199.07.

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.