JMG Financial Group Ltd. Purchases 101,352 Shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

JMG Financial Group Ltd. raised its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 54.6% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 287,067 shares of the company’s stock after buying an additional 101,352 shares during the quarter. Vanguard Small-Cap Value ETF accounts for 2.2% of JMG Financial Group Ltd.’s holdings, making the stock its 12th biggest holding. JMG Financial Group Ltd.’s holdings in Vanguard Small-Cap Value ETF were worth $51,663,000 at the end of the most recent reporting period.

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

Vanguard Small-Cap Value ETF Price Performance

NYSEARCA:VBR traded up $2.04 during mid-day trading on Tuesday, reaching $182.95. The stock had a trading volume of 568,082 shares, compared to its average volume of 572,759. The stock has a 50-day simple moving average of $184.14 and a two-hundred day simple moving average of $174.02. The stock has a market capitalization of $27.63 billion, a PE 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.

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.