BKM Wealth Management LLC Buys 73 Shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

BKM Wealth Management LLC boosted its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 2.0% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 3,721 shares of the company’s stock after purchasing an additional 73 shares during the quarter. BKM Wealth Management LLC’s holdings in Vanguard Small-Cap Value ETF were worth $714,000 at the end of the most recent quarter.

Other large investors have also recently added to or reduced their stakes in the company. SWAN Capital LLC raised its stake in Vanguard Small-Cap Value ETF by 18.2% during the fourth quarter. SWAN Capital LLC now owns 47,741 shares of the company’s stock worth $8,592,000 after acquiring an additional 7,345 shares in the last quarter. Integrated Wealth Concepts LLC increased 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 in the last quarter. Pinnacle Wealth Management Advisory Group LLC acquired a new stake in shares of Vanguard Small-Cap Value ETF in the fourth quarter valued at $277,000. White Wing Wealth Management acquired a new stake in shares of Vanguard Small-Cap Value ETF in the fourth quarter valued at $3,584,000. Finally, Cornerstone Advisory LLC increased its stake in shares of Vanguard Small-Cap Value ETF by 3.3% in the fourth quarter. Cornerstone Advisory LLC now owns 30,457 shares of the company’s stock valued at $5,481,000 after buying an additional 973 shares in the last quarter.

Vanguard Small-Cap Value ETF Trading Down 1.0 %

Vanguard Small-Cap Value ETF stock traded down $1.82 during mid-day trading on Monday, hitting $180.70. The stock had a trading volume of 315,695 shares, compared to its average volume of 494,202. The stock has a 50-day simple moving average of $184.92 and a two-hundred day simple moving average of $182.42. The stock has a market capitalization of $27.29 billion, a PE ratio of 11.42 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.