Kestra Private Wealth Services LLC Has $586,000 Stock Position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Kestra Private Wealth Services LLC increased its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBRGet Rating) by 86.6% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,330 shares of the company’s stock after acquiring an additional 1,545 shares during the quarter. Kestra Private Wealth Services LLC’s holdings in Vanguard Small-Cap Value ETF were worth $586,000 as of its most recent SEC filing.

A number of other large investors have also made changes to their positions in VBR. Mission Wealth Management LP increased its holdings in shares of Vanguard Small-Cap Value ETF by 4.9% in the 1st quarter. Mission Wealth Management LP now owns 2,717 shares of the company’s stock valued at $478,000 after purchasing an additional 128 shares during the period. Tcwp LLC acquired a new position in shares of Vanguard Small-Cap Value ETF in the 1st quarter valued at about $97,000. Curtis Advisory Group LLC increased its holdings in shares of Vanguard Small-Cap Value ETF by 8.2% in the 1st quarter. Curtis Advisory Group LLC now owns 5,680 shares of the company’s stock valued at $999,000 after purchasing an additional 430 shares during the period. Strategic Financial Services Inc acquired a new position in shares of Vanguard Small-Cap Value ETF in the 1st quarter valued at about $227,000. Finally, BOKF NA boosted its stake in shares of Vanguard Small-Cap Value ETF by 5.8% during the 4th quarter. BOKF NA now owns 12,196 shares of the company’s stock valued at $2,181,000 after buying an additional 667 shares during the period.

Vanguard Small-Cap Value ETF Price Performance

Shares of NYSEARCA:VBR opened at $156.48 on Monday. The firm has a fifty day moving average of $161.55 and a two-hundred day moving average of $164.08. Vanguard Small-Cap Value ETF has a 12-month low of $145.54 and a 12-month high of $187.22.

Vanguard Small-Cap Value ETF Company Profile

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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.

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

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