HB Wealth Management LLC Boosts Stock Position in Vanguard Small-Cap Value ETF $VBR

HB Wealth Management LLC increased its holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 24.6% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 79,220 shares of the company’s stock after purchasing an additional 15,645 shares during the period. HB Wealth Management LLC’s holdings in Vanguard Small-Cap Value ETF were worth $19,250,000 at the end of the most recent quarter.

Several other institutional investors have also bought and sold shares of the business. Greenspring Advisors LLC boosted its holdings in shares of Vanguard Small-Cap Value ETF by 192.2% in the 4th quarter. Greenspring Advisors LLC now owns 9,423 shares of the company’s stock worth $1,996,000 after purchasing an additional 6,198 shares during the period. Cullen Frost Bankers Inc. increased its position in shares of Vanguard Small-Cap Value ETF by 68.2% during the 4th quarter. Cullen Frost Bankers Inc. now owns 73,363 shares of the company’s stock valued at $15,538,000 after purchasing an additional 29,746 shares during the last quarter. Integrity Alliance LLC. raised its holdings in Vanguard Small-Cap Value ETF by 37.4% during the 4th quarter. Integrity Alliance LLC. now owns 24,829 shares of the company’s stock valued at $5,259,000 after buying an additional 6,752 shares during the period. Waystone Advisors LLC purchased a new stake in Vanguard Small-Cap Value ETF during the 4th quarter valued at $2,102,000. Finally, Founders Financial Securities LLC lifted its position in Vanguard Small-Cap Value ETF by 113.1% in the fourth quarter. Founders Financial Securities LLC now owns 4,577 shares of the company’s stock worth $969,000 after buying an additional 2,429 shares during the last quarter.

Vanguard Small-Cap Value ETF Stock Up 0.1%

NYSEARCA VBR opened at $247.11 on Friday. The company has a fifty day moving average of $245.91 and a two-hundred day moving average of $234.86. The firm has a market capitalization of $37.52 billion, a price-to-earnings ratio of 14.99 and a beta of 0.96. Vanguard Small-Cap Value ETF has a 52 week low of $198.76 and a 52 week high of $251.85.

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.