MGO Private Wealth LLC Raises Position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

MGO Private Wealth LLC grew its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 1.3% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 7,488 shares of the company’s stock after buying an additional 98 shares during the period. Vanguard Small-Cap Value ETF makes up about 0.9% of MGO Private Wealth LLC’s investment portfolio, making the stock its 25th largest holding. MGO Private Wealth LLC’s holdings in Vanguard Small-Cap Value ETF were worth $1,348,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of VBR. Integrated Wealth Concepts LLC raised its holdings in shares of Vanguard Small-Cap Value ETF by 9.3% during the third quarter. Integrated Wealth Concepts LLC now owns 13,770 shares of the company’s stock valued at $2,196,000 after purchasing an additional 1,170 shares during the last quarter. Retirement Investment Advisors Inc. grew its position in Vanguard Small-Cap Value ETF by 57.8% during the third quarter. Retirement Investment Advisors Inc. now owns 441,596 shares of the company’s stock valued at $70,430,000 after buying an additional 161,791 shares during the period. White Wing Wealth Management bought a new position in shares of Vanguard Small-Cap Value ETF in the fourth quarter worth approximately $3,584,000. RWA Wealth Partners LLC boosted its position in shares of Vanguard Small-Cap Value ETF by 3.1% in the fourth quarter. RWA Wealth Partners LLC now owns 360,429 shares of the company’s stock worth $64,866,000 after purchasing an additional 10,762 shares during the period. Finally, Whittier Trust Co. of Nevada Inc. boosted its position in shares of Vanguard Small-Cap Value ETF by 24.3% in the fourth quarter. Whittier Trust Co. of Nevada Inc. now owns 2,252 shares of the company’s stock worth $405,000 after purchasing an additional 440 shares during the period.

Vanguard Small-Cap Value ETF Stock Performance

Shares of VBR traded up $0.68 during mid-day trading on Friday, reaching $182.46. The stock had a trading volume of 289,012 shares, compared to its average volume of 566,014. The firm has a market cap of $27.56 billion, a price-to-earnings ratio of 11.50 and a beta of 1.09. Vanguard Small-Cap Value ETF has a 12 month low of $148.75 and a 12 month high of $192.44. The business has a fifty day moving average of $184.29 and a 200 day moving average of $174.42.

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.