Wells Trecaso Financial Group LLC Purchases 4,450 Shares of Vanguard Small-Cap Value ETF (VBR)

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Wells Trecaso Financial Group LLC raised its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 61.1% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 11,735 shares of the company’s stock after acquiring an additional 4,450 shares during the quarter. Vanguard Small-Cap Value ETF makes up 1.3% of Wells Trecaso Financial Group LLC’s portfolio, making the stock its 26th biggest holding. Wells Trecaso Financial Group LLC’s holdings in Vanguard Small-Cap Value ETF were worth $1,338,000 at the end of the most recent quarter.

A number of other hedge funds have also recently bought and sold shares of VBR. D Orazio & Associates Inc. bought a new position in shares of Vanguard Small-Cap Value ETF in the fourth quarter worth about $56,000. Legacy Bridge LLC bought a new position in shares of Vanguard Small-Cap Value ETF in the fourth quarter worth about $95,000. Money Design Co. Ltd. raised its stake in shares of Vanguard Small-Cap Value ETF by 150.2% in the third quarter. Money Design Co. Ltd. now owns 758 shares of the company’s stock worth $106,000 after buying an additional 455 shares during the period. Brand Asset Management Group Inc. raised its stake in shares of Vanguard Small-Cap Value ETF by 72.4% in the fourth quarter. Brand Asset Management Group Inc. now owns 1,081 shares of the company’s stock worth $123,000 after buying an additional 454 shares during the period. Finally, Meeder Asset Management Inc. bought a new position in shares of Vanguard Small-Cap Value ETF in the fourth quarter worth about $180,000.

NYSEARCA VBR opened at $125.35 on Monday. Vanguard Small-Cap Value ETF has a 52 week low of $107.57 and a 52 week high of $143.52.

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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.

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Institutional Ownership by Quarter for Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

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