SOA Wealth Advisors LLC. Has $69.03 Million Stock Position in Vanguard Small-Cap Value ETF $VBR

SOA Wealth Advisors LLC. trimmed its holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 7.5% in the second quarter, according to the company in its most recent filing with the SEC. The fund owned 354,002 shares of the company’s stock after selling 28,519 shares during the quarter. Vanguard Small-Cap Value ETF accounts for about 7.5% of SOA Wealth Advisors LLC.’s holdings, making the stock its biggest holding. SOA Wealth Advisors LLC.’s holdings in Vanguard Small-Cap Value ETF were worth $69,034,000 at the end of the most recent quarter.

Other hedge funds have also recently made changes to their positions in the company. Leeward Financial Partners LLC lifted its holdings in shares of Vanguard Small-Cap Value ETF by 2.7% in the 1st quarter. Leeward Financial Partners LLC now owns 36,935 shares of the company’s stock worth $6,881,000 after acquiring an additional 969 shares during the last quarter. Vontobel Holding Ltd. bought a new stake in shares of Vanguard Small-Cap Value ETF in the 1st quarter worth approximately $385,000. GAMMA Investing LLC lifted its holdings in shares of Vanguard Small-Cap Value ETF by 18.4% in the 1st quarter. GAMMA Investing LLC now owns 560 shares of the company’s stock worth $104,000 after acquiring an additional 87 shares during the last quarter. IFG Advisory LLC lifted its holdings in shares of Vanguard Small-Cap Value ETF by 6.0% in the 1st quarter. IFG Advisory LLC now owns 15,530 shares of the company’s stock worth $2,893,000 after acquiring an additional 881 shares during the last quarter. Finally, Dynamic Advisor Solutions LLC bought a new stake in shares of Vanguard Small-Cap Value ETF in the 1st quarter worth approximately $1,228,000.

Vanguard Small-Cap Value ETF Stock Performance

Shares of 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 firm has a 50 day moving average price of $205.77 and a 200-day moving average price of $194.07. The firm has a market cap of $31.45 billion, a price-to-earnings ratio of 14.99 and a beta of 1.15.

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.