Stokes Family Office LLC Grows Position in Vanguard Small-Cap Value ETF $VBR

Stokes Family Office LLC boosted its holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 11.6% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 23,236 shares of the company’s stock after buying an additional 2,421 shares during the period. Stokes Family Office LLC’s holdings in Vanguard Small-Cap Value ETF were worth $4,531,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also bought and sold shares of the stock. Park Avenue Securities LLC purchased a new position in Vanguard Small-Cap Value ETF during the 2nd quarter valued at $78,434,000. Focus Partners Wealth lifted its holdings in shares of Vanguard Small-Cap Value ETF by 41.5% during the first quarter. Focus Partners Wealth now owns 667,709 shares of the company’s stock valued at $124,388,000 after purchasing an additional 195,694 shares during the last quarter. Assetmark Inc. boosted its holdings in Vanguard Small-Cap Value ETF by 4.4% in the second quarter. Assetmark Inc. now owns 4,360,477 shares of the company’s stock worth $850,337,000 after acquiring an additional 185,712 shares in the last quarter. Wealthspire Advisors LLC boosted its stake in Vanguard Small-Cap Value ETF by 106.2% in the 1st quarter. Wealthspire Advisors LLC now owns 354,264 shares of the company’s stock worth $65,996,000 after purchasing an additional 182,424 shares in the last quarter. Finally, Wealth Enhancement Advisory Services LLC grew its holdings in shares of Vanguard Small-Cap Value ETF by 47.0% during the second quarter. Wealth Enhancement Advisory Services LLC now owns 480,301 shares of the company’s stock valued at $96,886,000 after buying an additional 153,529 shares during the last quarter.

Vanguard Small-Cap Value ETF Price Performance

Shares of NYSEARCA:VBR opened at $206.88 on Friday. Vanguard Small-Cap Value ETF has a 1 year low of $160.23 and a 1 year high of $219.01. The stock’s fifty day moving average price is $208.39 and its 200-day moving average price is $199.52. The company has a market cap of $31.11 billion, a P/E ratio of 14.99 and a beta of 1.05.

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.