Kestra Private Wealth Services LLC Cuts Stock Holdings in Vanguard Small-Cap Value ETF $VBR

Kestra Private Wealth Services LLC lowered its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 5.2% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 45,832 shares of the company’s stock after selling 2,522 shares during the quarter. Kestra Private Wealth Services LLC’s holdings in Vanguard Small-Cap Value ETF were worth $9,957,000 at the end of the most recent quarter.

A number of other hedge funds also recently bought and sold shares of VBR. Motiv8 Investments LLC bought a new stake in Vanguard Small-Cap Value ETF in the fourth quarter worth $29,000. Birchbrook Inc. bought a new stake in shares of Vanguard Small-Cap Value ETF in the 4th quarter valued at about $30,000. Modus Advisors LLC bought a new position in Vanguard Small-Cap Value ETF during the 4th quarter worth approximately $30,000. Toth Financial Advisory Corp bought a new position in Vanguard Small-Cap Value ETF during the 4th quarter worth approximately $36,000. Finally, Strive Financial Group LLC purchased a new position in Vanguard Small-Cap Value ETF in the 4th quarter worth approximately $38,000.

Vanguard Small-Cap Value ETF Stock Performance

Shares of Vanguard Small-Cap Value ETF stock opened at $242.45 on Friday. Vanguard Small-Cap Value ETF has a 52-week low of $193.00 and a 52-week high of $244.30. The stock has a market capitalization of $36.35 billion, a price-to-earnings ratio of 14.99 and a beta of 0.96. The company’s 50 day moving average price is $233.92 and its 200-day moving average price is $225.99.

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. 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.