Kinetic Wealth Investment Advisors LLC Buys New Position in Vanguard Small-Cap Value ETF $VBR

Kinetic Wealth Investment Advisors LLC purchased a new position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) during the 2nd quarter, Holdings Channel reports. The institutional investor purchased 35,241 shares of the company’s stock, valued at approximately $8,563,000. Vanguard Small-Cap Value ETF comprises about 4.0% of Kinetic Wealth Investment Advisors LLC’s portfolio, making the stock its 5th biggest position.

Several other hedge funds and other institutional investors have also recently modified their holdings of VBR. Valpey Financial Services LLC raised its stake in shares of Vanguard Small-Cap Value ETF by 21,125.3% in the fourth quarter. Valpey Financial Services LLC now owns 4,270,098 shares of the company’s stock worth $904,364,000 after buying an additional 4,249,980 shares during the period. McMill Wealth Management increased its holdings in Vanguard Small-Cap Value ETF by 23,929.0% in the 2nd quarter. McMill Wealth Management now owns 605,531 shares of the company’s stock worth $147,138,000 after acquiring an additional 603,011 shares in the last quarter. Bank of America Corp DE increased its holdings in Vanguard Small-Cap Value ETF by 3.6% in the 4th quarter. Bank of America Corp DE now owns 15,999,348 shares of the company’s stock worth $3,388,502,000 after acquiring an additional 560,544 shares in the last quarter. Align Financial LLC bought a new stake in Vanguard Small-Cap Value ETF during the 4th quarter worth approximately $97,410,000. Finally, Focus Partners Wealth raised its stake in Vanguard Small-Cap Value ETF by 53.8% during the 4th quarter. Focus Partners Wealth now owns 849,534 shares of the company’s stock worth $179,915,000 after acquiring an additional 297,074 shares during the period.

Vanguard Small-Cap Value ETF Price Performance

Shares of NYSEARCA VBR opened at $247.11 on Tuesday. The stock has a market cap of $37.52 billion, a PE ratio of 14.99 and a beta of 0.96. Vanguard Small-Cap Value ETF has a 1 year low of $198.76 and a 1 year high of $251.85. The firm has a fifty day moving average price of $245.99 and a 200-day moving average price of $235.00.

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. 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.