One Charles Private Wealth Services LLC Grows Stock Position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

One Charles Private Wealth Services LLC boosted its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 19.0% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 10,141 shares of the company’s stock after acquiring an additional 1,622 shares during the quarter. Vanguard Small-Cap Value ETF accounts for about 0.7% of One Charles Private Wealth Services LLC’s investment portfolio, making the stock its 27th largest holding. One Charles Private Wealth Services LLC’s holdings in Vanguard Small-Cap Value ETF were worth $2,010,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors also recently bought and sold shares of the stock. Sunbelt Securities Inc. purchased a new stake in shares of Vanguard Small-Cap Value ETF during the third quarter valued at approximately $25,000. Teachers Insurance & Annuity Association of America bought a new stake in Vanguard Small-Cap Value ETF during the 3rd quarter valued at $26,000. FSA Wealth Management LLC bought a new stake in Vanguard Small-Cap Value ETF in the 3rd quarter worth $28,000. Eastern Bank purchased a new position in shares of Vanguard Small-Cap Value ETF in the fourth quarter valued at about $32,000. Finally, Fairway Wealth LLC bought a new stake in shares of Vanguard Small-Cap Value ETF in the fourth quarter worth about $33,000.

Vanguard Small-Cap Value ETF Stock Performance

NYSEARCA VBR opened at $189.58 on Friday. The stock has a market cap of $101.44 billion, a P/E ratio of 15.39 and a beta of 1.16. Vanguard Small-Cap Value ETF has a fifty-two week low of $177.15 and a fifty-two week high of $219.01. The stock has a 50 day simple moving average of $198.86 and a two-hundred day simple moving average of $201.44.

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.