Envestnet Asset Management Inc. Reduces Stock Holdings in Vanguard Small-Cap Value ETF $VBR

Envestnet Asset Management Inc. decreased its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 4.0% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,703,138 shares of the company’s stock after selling 70,440 shares during the period. Envestnet Asset Management Inc. owned about 1.13% of Vanguard Small-Cap Value ETF worth $332,090,000 as of its most recent SEC filing.

Other institutional investors have also bought and sold shares of the company. Park Avenue Securities LLC bought a new stake in Vanguard Small-Cap Value ETF during the 2nd quarter valued at $78,434,000. Focus Partners Wealth raised its holdings in Vanguard Small-Cap Value ETF by 41.5% during the 1st quarter. Focus Partners Wealth now owns 667,709 shares of the company’s stock valued at $124,388,000 after acquiring an additional 195,694 shares during the period. Wealthspire Advisors LLC raised its holdings in Vanguard Small-Cap Value ETF by 106.2% during the 1st quarter. Wealthspire Advisors LLC now owns 354,264 shares of the company’s stock valued at $65,996,000 after acquiring an additional 182,424 shares during the period. Assetmark Inc. raised its holdings in Vanguard Small-Cap Value ETF by 4.4% during the 1st quarter. Assetmark Inc. now owns 4,174,765 shares of the company’s stock valued at $777,717,000 after acquiring an additional 176,559 shares during the period. Finally, Wealth Enhancement Advisory Services LLC raised its holdings in Vanguard Small-Cap Value ETF by 47.0% during the 2nd quarter. Wealth Enhancement Advisory Services LLC now owns 480,301 shares of the company’s stock valued at $96,886,000 after acquiring an additional 153,529 shares during the period.

Vanguard Small-Cap Value ETF Price Performance

Shares of VBR stock opened at $210.17 on Monday. The company’s fifty day simple moving average is $208.37 and its two-hundred day simple moving average is $197.32. Vanguard Small-Cap Value ETF has a 1 year low of $160.23 and a 1 year high of $219.01. The stock has a market capitalization of $31.60 billion, a price-to-earnings 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.