Institute for Wealth Management LLC. Raises Holdings in Vanguard Small-Cap Value ETF $VBR

Institute for Wealth Management LLC. boosted its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 211.1% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 18,970 shares of the company’s stock after acquiring an additional 12,872 shares during the quarter. Institute for Wealth Management LLC.’s holdings in Vanguard Small-Cap Value ETF were worth $3,699,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors also recently bought and sold shares of the stock. ORG Partners LLC lifted its holdings in Vanguard Small-Cap Value ETF by 3,180.0% in the 1st quarter. ORG Partners LLC now owns 164 shares of the company’s stock worth $31,000 after buying an additional 159 shares during the period. Wayfinding Financial LLC purchased a new stake in Vanguard Small-Cap Value ETF in the 1st quarter worth approximately $35,000. Clearstead Trust LLC lifted its holdings in Vanguard Small-Cap Value ETF by 388.2% in the 1st quarter. Clearstead Trust LLC now owns 249 shares of the company’s stock worth $46,000 after buying an additional 198 shares during the period. Financial Gravity Asset Management Inc. purchased a new stake in Vanguard Small-Cap Value ETF in the 1st quarter worth approximately $48,000. Finally, Retirement Wealth Solutions LLC purchased a new stake in Vanguard Small-Cap Value ETF in the 2nd quarter worth approximately $49,000.

Vanguard Small-Cap Value ETF Stock Performance

NYSEARCA VBR opened at $208.71 on Wednesday. Vanguard Small-Cap Value ETF has a fifty-two week low of $160.23 and a fifty-two week high of $219.01. The stock has a 50 day simple moving average of $205.77 and a two-hundred day simple moving average of $194.07. The stock has a market cap of $31.45 billion, a P/E ratio of 14.99 and a beta of 1.15.

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.