Kestra Advisory Services LLC Has $42.05 Million Position in Vanguard Small-Cap Value ETF $VBR

Kestra Advisory Services LLC increased its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 9.0% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 193,564 shares of the company’s stock after purchasing an additional 15,929 shares during the period. Kestra Advisory Services LLC owned approximately 0.13% of Vanguard Small-Cap Value ETF worth $42,052,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also modified their holdings of VBR. Valpey Financial Services LLC increased its stake in Vanguard Small-Cap Value ETF by 21,125.3% during the 4th quarter. Valpey Financial Services LLC now owns 4,270,098 shares of the company’s stock worth $904,364,000 after purchasing an additional 4,249,980 shares in the last quarter. Bank of America Corp DE lifted its stake in Vanguard Small-Cap Value ETF by 3.6% in the fourth quarter. Bank of America Corp DE now owns 15,999,348 shares of the company’s stock valued at $3,388,502,000 after buying an additional 560,544 shares in the last quarter. Align Financial LLC acquired a new position in shares of Vanguard Small-Cap Value ETF in the fourth quarter valued at approximately $97,410,000. Focus Partners Wealth boosted its holdings in shares of Vanguard Small-Cap Value ETF by 53.8% in the fourth quarter. Focus Partners Wealth now owns 849,534 shares of the company’s stock valued at $179,915,000 after buying an additional 297,074 shares during the period. Finally, Corient Private Wealth LLC increased its position in shares of Vanguard Small-Cap Value ETF by 128.8% during the second quarter. Corient Private Wealth LLC now owns 505,618 shares of the company’s stock worth $98,654,000 after acquiring an additional 284,655 shares in the last quarter.

Vanguard Small-Cap Value ETF Stock Up 1.0%

Shares of VBR stock opened at $241.14 on Friday. Vanguard Small-Cap Value ETF has a 12-month low of $193.00 and a 12-month high of $245.12. The firm has a fifty day moving average of $236.22 and a 200-day moving average of $227.93. The company has a market capitalization of $36.61 billion, a price-to-earnings ratio of 14.99 and a beta of 0.96.

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.