Towerpoint Wealth LLC Invests $4.37 Million in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) Stock

Towerpoint Wealth LLC bought a new stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 32,900 shares of the company’s stock, valued at approximately $4,368,000. Vanguard Small-Cap Value ETF makes up approximately 5.8% of Towerpoint Wealth LLC’s holdings, making the stock its 9th biggest holding.

Other institutional investors have also recently bought and sold shares of the company. Strategic Financial Services Inc boosted its stake in shares of Vanguard Small-Cap Value ETF by 14.4% during the fourth quarter. Strategic Financial Services Inc now owns 3,382 shares of the company’s stock valued at $449,000 after purchasing an additional 425 shares in the last quarter. EisnerAmper Wealth Management Corporate Benefits LLC boosted its stake in Vanguard Small-Cap Value ETF by 16.3% in the fourth quarter. EisnerAmper Wealth Management Corporate Benefits LLC now owns 3,037 shares of the company’s stock valued at $403,000 after acquiring an additional 426 shares in the last quarter. Goelzer Investment Management Inc. boosted its stake in Vanguard Small-Cap Value ETF by 3.0% in the fourth quarter. Goelzer Investment Management Inc. now owns 14,978 shares of the company’s stock valued at $1,989,000 after acquiring an additional 431 shares in the last quarter. Clear Perspective Advisors LLC boosted its stake in Vanguard Small-Cap Value ETF by 113.4% in the fourth quarter. Clear Perspective Advisors LLC now owns 826 shares of the company’s stock valued at $110,000 after acquiring an additional 439 shares in the last quarter. Finally, Inspirion Wealth Advisors LLC boosted its stake in Vanguard Small-Cap Value ETF by 0.5% in the fourth quarter. Inspirion Wealth Advisors LLC now owns 93,331 shares of the company’s stock valued at $12,392,000 after acquiring an additional 478 shares in the last quarter.

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Shares of NYSEARCA VBR traded down $2.40 during midday trading on Friday, reaching $128.24. The company had a trading volume of 225,935 shares, compared to its average volume of 365,040. Vanguard Small-Cap Value ETF has a 1 year low of $118.36 and a 1 year high of $138.96.

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 27th. Investors of record on Friday, March 23rd were issued a dividend of $0.566 per share. The ex-dividend date of this dividend was Thursday, March 22nd. This represents a $2.26 annualized dividend and a dividend yield of 1.77%.

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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.

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

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