JFS Wealth Advisors LLC Has $3.37 Million Stock Position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

JFS Wealth Advisors LLC increased its holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 4,108.8% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 16,793 shares of the company’s stock after acquiring an additional 16,394 shares during the period. JFS Wealth Advisors LLC’s holdings in Vanguard Small-Cap Value ETF were worth $3,372,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently bought and sold shares of VBR. Envestnet Asset Management Inc. boosted its holdings in shares of Vanguard Small-Cap Value ETF by 0.7% during the second quarter. Envestnet Asset Management Inc. now owns 2,188,628 shares of the company’s stock worth $399,468,000 after purchasing an additional 15,238 shares during the period. Axiom Advisory LLC lifted its position in Vanguard Small-Cap Value ETF by 7.6% in the 3rd quarter. Axiom Advisory LLC now owns 1,452,124 shares of the company’s stock worth $279,093,000 after buying an additional 102,423 shares in the last quarter. Mather Group LLC. boosted its stake in shares of Vanguard Small-Cap Value ETF by 1.0% during the 2nd quarter. Mather Group LLC. now owns 1,452,121 shares of the company’s stock valued at $278,633,000 after buying an additional 14,596 shares during the period. Sei Investments Co. grew its holdings in shares of Vanguard Small-Cap Value ETF by 5.5% during the 2nd quarter. Sei Investments Co. now owns 1,336,004 shares of the company’s stock valued at $243,866,000 after acquiring an additional 69,169 shares in the last quarter. Finally, Essex Financial Services Inc. increased its stake in shares of Vanguard Small-Cap Value ETF by 6,841.9% in the second quarter. Essex Financial Services Inc. now owns 1,220,868 shares of the company’s stock worth $222,833,000 after acquiring an additional 1,203,281 shares during the last quarter.

Vanguard Small-Cap Value ETF Trading Up 0.3 %

VBR opened at $201.42 on Thursday. The stock has a fifty day moving average price of $198.20 and a 200 day moving average price of $190.45. Vanguard Small-Cap Value ETF has a 1 year low of $150.30 and a 1 year high of $205.42. The stock has a market cap of $30.42 billion, a price-to-earnings ratio of 11.42 and a beta of 1.09.

Vanguard Small-Cap Value ETF Company 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.