Mosaic Family Wealth LLC boosted its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 12.0% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 16,227 shares of the company’s stock after buying an additional 1,743 shares during the quarter. Vanguard Small-Cap Value ETF makes up about 0.8% of Mosaic Family Wealth LLC’s holdings, making the stock its 16th largest position. Mosaic Family Wealth LLC’s holdings in Vanguard Small-Cap Value ETF were worth $2,203,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. Lincoln National Corp increased its position in Vanguard Small-Cap Value ETF by 2.1% in the second quarter. Lincoln National Corp now owns 132,027 shares of the company’s stock worth $17,929,000 after buying an additional 2,759 shares during the last quarter. Dynamic Advisor Solutions LLC increased its position in Vanguard Small-Cap Value ETF by 19.1% in the first quarter. Dynamic Advisor Solutions LLC now owns 2,701 shares of the company’s stock worth $350,000 after buying an additional 433 shares during the last quarter. Symmetry Partners LLC increased its position in Vanguard Small-Cap Value ETF by 1.7% in the second quarter. Symmetry Partners LLC now owns 146,467 shares of the company’s stock worth $19,889,000 after buying an additional 2,429 shares during the last quarter. Janney Montgomery Scott LLC increased its position in Vanguard Small-Cap Value ETF by 8.8% in the second quarter. Janney Montgomery Scott LLC now owns 99,334 shares of the company’s stock worth $13,489,000 after buying an additional 8,046 shares during the last quarter. Finally, Trilogy Capital Inc. increased its position in Vanguard Small-Cap Value ETF by 6.9% in the first quarter. Trilogy Capital Inc. now owns 156,734 shares of the company’s stock worth $20,284,000 after buying an additional 10,166 shares during the last quarter.

NYSEARCA:VBR opened at $142.68 on Wednesday. Vanguard Small-Cap Value ETF has a 1 year low of $119.87 and a 1 year high of $143.52.

Vanguard Small-Cap Value ETF 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.

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Institutional Ownership by Quarter for Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

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