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

Sax Wealth Advisors LLC increased its holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 56.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 2,568 shares of the company’s stock after purchasing 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 reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. JPMorgan Chase & Co. grew its position in shares of Vanguard Small-Cap Value ETF by 8.1% in the 3rd quarter. JPMorgan Chase & Co. now owns 588,406 shares of the company’s stock valued at $118,140,000 after buying an additional 44,114 shares during the last quarter. Diversified Portfolios Inc. lifted its stake in shares of Vanguard Small-Cap Value ETF by 1.5% in the third quarter. Diversified Portfolios Inc. now owns 13,137 shares of the company’s stock worth $2,638,000 after acquiring an additional 200 shares during the period. Asset Management Group Inc. boosted its holdings in Vanguard Small-Cap Value ETF by 2.4% in the second quarter. Asset Management Group Inc. now owns 142,037 shares of the company’s stock valued at $25,925,000 after acquiring an additional 3,308 shares during the last quarter. Global Retirement Partners LLC increased its position in Vanguard Small-Cap Value ETF by 4.8% during the 3rd quarter. Global Retirement Partners LLC now owns 8,877 shares of the company’s stock valued at $1,782,000 after purchasing an additional 409 shares during the period. Finally, Smith Thornton Advisors LLC bought a new position in Vanguard Small-Cap Value ETF during the 2nd quarter worth approximately $475,000.

Vanguard Small-Cap Value ETF Stock Performance

Shares of NYSEARCA VBR opened at $204.61 on Friday. The company’s 50 day moving average price is $206.02 and its 200-day moving average price is $199.07. Vanguard Small-Cap Value ETF has a 52-week low of $171.81 and a 52-week high of $219.01. The company has a market capitalization of $30.91 billion, a P/E ratio of 11.42 and a beta of 1.09.

About Vanguard Small-Cap Value ETF

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.