Richardson Financial Services Inc. Boosts Stock Position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Richardson Financial Services Inc. boosted its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 1.8% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 6,618 shares of the company’s stock after purchasing an additional 114 shares during the quarter. Vanguard Small-Cap Value ETF comprises about 0.8% of Richardson Financial Services Inc.’s investment portfolio, making the stock its 24th largest position. Richardson Financial Services Inc.’s holdings in Vanguard Small-Cap Value ETF were worth $1,208,000 at the end of the most recent quarter.

Other institutional investors have also bought and sold shares of the company. SWAN Capital LLC raised its position in shares of Vanguard Small-Cap Value ETF by 18.2% during the 4th quarter. SWAN Capital LLC now owns 47,741 shares of the company’s stock valued at $8,592,000 after buying an additional 7,345 shares in the last quarter. Cornerstone Advisory LLC raised its position in Vanguard Small-Cap Value ETF by 3.3% during the fourth quarter. Cornerstone Advisory LLC now owns 30,457 shares of the company’s stock valued at $5,481,000 after purchasing an additional 973 shares during the period. Coastwise Capital Group LLC bought a new stake in shares of Vanguard Small-Cap Value ETF in the 4th quarter valued at approximately $220,000. Focus Financial Network Inc. ADV purchased a new position in shares of Vanguard Small-Cap Value ETF in the 4th quarter worth approximately $1,290,000. Finally, American Trust increased its position in shares of Vanguard Small-Cap Value ETF by 44.1% during the 4th quarter. American Trust now owns 3,408 shares of the company’s stock valued at $613,000 after purchasing an additional 1,043 shares during the last quarter.

Vanguard Small-Cap Value ETF Stock Performance

NYSEARCA:VBR opened at $198.25 on Thursday. The firm has a market capitalization of $29.95 billion, a PE ratio of 11.42 and a beta of 1.09. The stock’s fifty day moving average is $192.63 and its 200 day moving average is $187.54. Vanguard Small-Cap Value ETF has a fifty-two week low of $148.75 and a fifty-two week high of $201.58.

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.