Wealthspire Advisors LLC Increases Holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Wealthspire Advisors LLC lifted its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 12.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 171,840 shares of the company’s stock after purchasing an additional 18,449 shares during the quarter. Wealthspire Advisors LLC’s holdings in Vanguard Small-Cap Value ETF were worth $34,055,000 as of its most recent SEC filing.

Several other institutional investors have also recently modified their holdings of VBR. World Investment Advisors LLC raised its stake in shares of Vanguard Small-Cap Value ETF by 24,002.3% in the third quarter. World Investment Advisors LLC now owns 1,373,829 shares of the company’s stock worth $275,837,000 after purchasing an additional 1,368,129 shares during the last quarter. Captrust Financial Advisors raised its stake in shares of Vanguard Small-Cap Value ETF by 655.6% in the third quarter. Captrust Financial Advisors now owns 1,548,368 shares of the company’s stock worth $310,881,000 after purchasing an additional 1,343,457 shares during the last quarter. Strategic Financial Concepts LLC grew its holdings in Vanguard Small-Cap Value ETF by 21,217.5% during the fourth quarter. Strategic Financial Concepts LLC now owns 1,034,964 shares of the company’s stock worth $205,109,000 after acquiring an additional 1,030,109 shares during the period. Life Planning Partners Inc grew its holdings in Vanguard Small-Cap Value ETF by 19,718.0% during the fourth quarter. Life Planning Partners Inc now owns 713,250 shares of the company’s stock worth $141,352,000 after acquiring an additional 709,651 shares during the period. Finally, Aspiriant LLC grew its holdings in Vanguard Small-Cap Value ETF by 42.1% during the fourth quarter. Aspiriant LLC now owns 1,224,131 shares of the company’s stock worth $242,598,000 after acquiring an additional 362,906 shares during the period.

Vanguard Small-Cap Value ETF Stock Down 2.2 %

Vanguard Small-Cap Value ETF stock opened at $197.69 on Friday. The firm has a market cap of $29.86 billion, a price-to-earnings ratio of 11.42 and a beta of 1.09. Vanguard Small-Cap Value ETF has a 52 week low of $177.15 and a 52 week high of $219.01. The business’s 50-day moving average price is $202.13 and its 200 day moving average price is $201.52.

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.