Cornerstone Wealth Advisors Inc. Has $8.28 Million Stock Position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Cornerstone Wealth Advisors Inc. boosted its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 2.1% in the first quarter, Holdings Channel.com reports. The firm owned 44,449 shares of the company’s stock after acquiring an additional 928 shares during the period. Vanguard Small-Cap Value ETF makes up about 2.3% of Cornerstone Wealth Advisors Inc.’s investment portfolio, making the stock its 10th largest position. Cornerstone Wealth Advisors Inc.’s holdings in Vanguard Small-Cap Value ETF were worth $8,280,000 at the end of the most recent quarter.

A number of other large investors have also recently added to or reduced their stakes in VBR. Brighton Jones LLC increased its holdings in Vanguard Small-Cap Value ETF by 1.9% during the 4th quarter. Brighton Jones LLC now owns 23,239 shares of the company’s stock worth $4,605,000 after purchasing an additional 444 shares in the last quarter. Tanglewood Legacy Advisors LLC bought a new position in shares of Vanguard Small-Cap Value ETF in the 4th quarter valued at about $86,000. Everhart Financial Group Inc. grew its holdings in shares of Vanguard Small-Cap Value ETF by 1.8% in the 4th quarter. Everhart Financial Group Inc. now owns 25,917 shares of the company’s stock valued at $5,136,000 after acquiring an additional 464 shares in the last quarter. Allworth Financial LP grew its holdings in shares of Vanguard Small-Cap Value ETF by 4.6% in the 4th quarter. Allworth Financial LP now owns 743,017 shares of the company’s stock valued at $153,255,000 after acquiring an additional 32,951 shares in the last quarter. Finally, Strategic Financial Concepts LLC grew its holdings in shares of Vanguard Small-Cap Value ETF by 8.0% in the 4th quarter. Strategic Financial Concepts LLC now owns 5,244 shares of the company’s stock valued at $1,039,000 after acquiring an additional 389 shares in the last quarter.

Vanguard Small-Cap Value ETF Price Performance

Shares of NYSEARCA VBR opened at $189.43 on Monday. The stock has a market capitalization of $101.36 billion, a price-to-earnings ratio of 15.85 and a beta of 1.05. The business has a 50-day moving average of $183.91 and a 200-day moving average of $193.36. Vanguard Small-Cap Value ETF has a fifty-two week low of $160.23 and a fifty-two week high of $219.01.

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.