Kingsview Wealth Management LLC lifted its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 13.6% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 8,439 shares of the company’s stock after acquiring an additional 1,012 shares during the period. Kingsview Wealth Management LLC’s holdings in Vanguard Small-Cap Value ETF were worth $1,694,000 as of its most recent filing with the Securities and Exchange Commission.
Several other institutional investors and hedge funds have also made changes to their positions in the stock. Assetmark Inc. grew its position in Vanguard Small-Cap Value ETF by 3.8% in the third quarter. Assetmark Inc. now owns 3,817,544 shares of the company’s stock worth $766,487,000 after buying an additional 139,196 shares during the last quarter. Envestnet Asset Management Inc. grew its holdings in shares of Vanguard Small-Cap Value ETF by 0.7% in the 2nd quarter. Envestnet Asset Management Inc. now owns 2,188,628 shares of the company’s stock worth $399,468,000 after acquiring an additional 15,238 shares during the last quarter. Axiom Advisory LLC raised its position in shares of Vanguard Small-Cap Value ETF by 7.6% during the third quarter. Axiom Advisory LLC now owns 1,452,124 shares of the company’s stock worth $279,093,000 after purchasing an additional 102,423 shares during the period. Mather Group LLC. lifted its holdings in shares of Vanguard Small-Cap Value ETF by 1.0% during the second quarter. Mather Group LLC. now owns 1,452,121 shares of the company’s stock valued at $278,633,000 after purchasing an additional 14,596 shares during the last quarter. Finally, Sei Investments Co. boosted its position in shares of Vanguard Small-Cap Value ETF by 5.5% in the 2nd quarter. Sei Investments Co. now owns 1,336,004 shares of the company’s stock valued at $243,866,000 after purchasing an additional 69,169 shares during the period.
Vanguard Small-Cap Value ETF Trading Up 1.5 %
VBR stock opened at $217.28 on Tuesday. Vanguard Small-Cap Value ETF has a one year low of $162.48 and a one year high of $219.01. The firm has a 50-day moving average of $203.21 and a two-hundred day moving average of $193.80. The firm has a market capitalization of $32.82 billion, a PE ratio of 11.42 and a beta of 1.09.
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.
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