Vanguard Small-Cap Value ETF $VBR Stock Holdings Lowered by Opal Wealth Advisors LLC

Opal Wealth Advisors LLC lowered its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 2.2% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 195,191 shares of the company’s stock after selling 4,302 shares during the quarter. Vanguard Small-Cap Value ETF accounts for 9.4% of Opal Wealth Advisors LLC’s holdings, making the stock its 2nd biggest holding. Opal Wealth Advisors LLC owned approximately 0.13% of Vanguard Small-Cap Value ETF worth $45,095,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors also recently bought and sold shares of the stock. Cetera Investment Advisers boosted its stake in Vanguard Small-Cap Value ETF by 2.8% during the first quarter. Cetera Investment Advisers now owns 1,164,853 shares of the company’s stock worth $253,064,000 after buying an additional 31,607 shares during the period. Jones Financial Companies Lllp increased its position in Vanguard Small-Cap Value ETF by 5.2% during the second quarter. Jones Financial Companies Lllp now owns 1,035,273 shares of the company’s stock valued at $251,336,000 after acquiring an additional 50,829 shares during the last quarter. PNC Financial Services Group Inc. lifted its holdings in shares of Vanguard Small-Cap Value ETF by 2.6% in the 1st quarter. PNC Financial Services Group Inc. now owns 846,309 shares of the company’s stock worth $183,861,000 after acquiring an additional 21,114 shares during the last quarter. McMill Wealth Management boosted its stake in shares of Vanguard Small-Cap Value ETF by 23,929.0% during the 2nd quarter. McMill Wealth Management now owns 605,531 shares of the company’s stock worth $147,138,000 after purchasing an additional 603,011 shares during the period. Finally, Stephens Group Asset Management LLC boosted its stake in shares of Vanguard Small-Cap Value ETF by 0.7% during the 3rd quarter. Stephens Group Asset Management LLC now owns 466,502 shares of the company’s stock worth $107,776,000 after purchasing an additional 3,360 shares during the period.

Vanguard Small-Cap Value ETF Stock Down 0.3%

NYSEARCA:VBR traded down $0.76 during mid-day trading on Friday, hitting $236.48. 238,327 shares of the stock traded hands, compared to its average volume of 316,738. Vanguard Small-Cap Value ETF has a 52 week low of $198.76 and a 52 week high of $251.85. The stock has a market capitalization of $35.95 billion, a price-to-earnings ratio of 14.99 and a beta of 0.97. The firm’s 50 day moving average is $241.56 and its two-hundred day moving average is $237.78.

About Vanguard Small-Cap Value ETF

(Free Report)

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. The Fund attempts to replicate the target Index by investing all, or substantially all, of its assets in the stocks that make up the Index, holding each stock in approximately the same proportion as its weighting in the Index.

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

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