Sowell Financial Services LLC increased its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 87.6% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 15,967 shares of the company’s stock after acquiring an additional 7,455 shares during the period. Sowell Financial Services LLC’s holdings in Vanguard Small-Cap Value ETF were worth $3,689,000 at the end of the most recent reporting period.
Several other institutional investors have also made changes to their positions in the business. McMill Wealth Management raised its position in Vanguard Small-Cap Value ETF by 23,929.0% in the second quarter. McMill Wealth Management now owns 605,531 shares of the company’s stock worth $147,138,000 after purchasing an additional 603,011 shares in the last quarter. Everhart Financial Group Inc. lifted its stake in Vanguard Small-Cap Value ETF by 352.8% during the second quarter. Everhart Financial Group Inc. now owns 255,385 shares of the company’s stock worth $62,056,000 after purchasing an additional 198,989 shares during the period. Fifth Third Bancorp boosted its holdings in Vanguard Small-Cap Value ETF by 164.6% during the first quarter. Fifth Third Bancorp now owns 223,342 shares of the company’s stock valued at $48,521,000 after purchasing an additional 138,931 shares in the last quarter. TrueWealth Financial Partners acquired a new stake in Vanguard Small-Cap Value ETF during the first quarter valued at approximately $20,575,000. Finally, Baer Investment Advisory LLC acquired a new stake in Vanguard Small-Cap Value ETF during the first quarter valued at approximately $14,244,000.
Vanguard Small-Cap Value ETF Trading Up 0.2%
NYSEARCA VBR opened at $239.31 on Thursday. Vanguard Small-Cap Value ETF has a 1-year low of $198.76 and a 1-year high of $251.85. The company has a market capitalization of $36.38 billion, a price-to-earnings ratio of 14.99 and a beta of 0.97. The stock’s 50 day moving average is $240.86 and its two-hundred day moving average is $238.38.
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. The Fund attempts to replicate the target Index by investing all, or substantially all, of its assets in the stocks that make up the Index, holding each stock in approximately the same proportion as its weighting in the Index.
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