Barry Investment Advisors LLC Acquires 430 Shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Barry Investment Advisors LLC boosted its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 1.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 24,486 shares of the company’s stock after buying an additional 430 shares during the quarter. Vanguard Small-Cap Value ETF makes up about 1.6% of Barry Investment Advisors LLC’s investment portfolio, making the stock its 20th largest holding. Barry Investment Advisors LLC’s holdings in Vanguard Small-Cap Value ETF were worth $4,853,000 as of its most recent SEC filing.

Other large investors also recently added to or reduced their stakes in the company. SteelPeak Wealth LLC boosted its position in shares of Vanguard Small-Cap Value ETF by 38.9% in the fourth quarter. SteelPeak Wealth LLC now owns 2,638 shares of the company’s stock worth $523,000 after purchasing an additional 739 shares during the period. NorthStar Asset Management LLC NJ lifted its holdings in shares of Vanguard Small-Cap Value ETF by 5.1% in the fourth quarter. NorthStar Asset Management LLC NJ now owns 2,487 shares of the company’s stock worth $493,000 after buying an additional 121 shares in the last quarter. BSW Wealth Partners lifted its holdings in shares of Vanguard Small-Cap Value ETF by 9.1% in the fourth quarter. BSW Wealth Partners now owns 6,079 shares of the company’s stock worth $1,205,000 after buying an additional 508 shares in the last quarter. Perigon Wealth Management LLC lifted its holdings in shares of Vanguard Small-Cap Value ETF by 5.7% in the fourth quarter. Perigon Wealth Management LLC now owns 23,960 shares of the company’s stock worth $4,880,000 after buying an additional 1,285 shares in the last quarter. Finally, Warner Financial Inc. lifted its holdings in shares of Vanguard Small-Cap Value ETF by 6.8% in the fourth quarter. Warner Financial Inc. now owns 17,978 shares of the company’s stock worth $3,563,000 after buying an additional 1,144 shares in the last quarter.

Vanguard Small-Cap Value ETF Stock Performance

VBR stock opened at $205.77 on Wednesday. The company has a market capitalization of $31.08 billion, a PE ratio of 11.42 and a beta of 1.09. The company’s fifty day moving average price is $205.58 and its 200-day moving average price is $200.34. Vanguard Small-Cap Value ETF has a one year low of $173.32 and a one year high of $219.01.

Vanguard Small-Cap Value ETF Company 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.