Montis Financial LLC Buys Shares of 2,581 Vanguard Small-Cap Value ETF $VBR

by · The Markets Daily

Montis Financial LLC bought a new position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 2,581 shares of the company’s stock, valued at approximately $539,000.

A number of other institutional investors have also made changes to their positions in VBR. Blume Capital Management Inc. purchased a new position in shares of Vanguard Small-Cap Value ETF during the 2nd quarter worth approximately $29,000. Traub Capital Management LLC purchased a new stake in Vanguard Small-Cap Value ETF in the second quarter valued at approximately $30,000. Financial Gravity Companies Inc. acquired a new position in Vanguard Small-Cap Value ETF during the second quarter worth $33,000. Front Row Advisors LLC purchased a new position in shares of Vanguard Small-Cap Value ETF during the second quarter worth $35,000. Finally, Heritage Wealth Advisors boosted its position in shares of Vanguard Small-Cap Value ETF by 190.5% during the second quarter. Heritage Wealth Advisors now owns 183 shares of the company’s stock worth $36,000 after buying an additional 120 shares during the period.

Vanguard Small-Cap Value ETF Trading Up 1.1%

Shares of NYSEARCA VBR opened at $225.69 on Friday. The stock has a market capitalization of $34.32 billion, a PE ratio of 14.99 and a beta of 1.05. Vanguard Small-Cap Value ETF has a twelve month low of $160.23 and a twelve month high of $226.09. The stock has a fifty day simple moving average of $212.76 and a 200-day simple moving average of $207.88.

About Vanguard Small-Cap Value ETF

(Free Report)

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. The Fund attempts to replicate the target Index by investing all, or substantially all, of its assets in the stocks that make up the Index, holding each stock in approximately the same proportion as its weighting in the Index.

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