Baker Tilly Wealth Management LLC Takes $3.97 Million Position in Vanguard Small-Cap Value ETF $VBR

Baker Tilly Wealth Management LLC acquired a new stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) during the 3rd quarter, according to its most recent disclosure with the SEC. The fund acquired 19,022 shares of the company’s stock, valued at approximately $3,970,000. Vanguard Small-Cap Value ETF makes up about 0.9% of Baker Tilly Wealth Management LLC’s portfolio, making the stock its 28th biggest holding.

Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Park Avenue Securities LLC acquired a new stake in Vanguard Small-Cap Value ETF in the 2nd quarter valued at approximately $78,434,000. Osaic Holdings Inc. increased its position in shares of Vanguard Small-Cap Value ETF by 67.1% in the second quarter. Osaic Holdings Inc. now owns 812,288 shares of the company’s stock valued at $156,323,000 after acquiring an additional 326,129 shares during the last quarter. Corient Private Wealth LLC raised its holdings in Vanguard Small-Cap Value ETF by 128.8% during the second quarter. Corient Private Wealth LLC now owns 505,618 shares of the company’s stock worth $98,654,000 after acquiring an additional 284,655 shares in the last quarter. Focus Partners Wealth grew its stake in Vanguard Small-Cap Value ETF by 41.5% in the first quarter. Focus Partners Wealth now owns 667,709 shares of the company’s stock valued at $124,388,000 after purchasing an additional 195,694 shares in the last quarter. Finally, Assetmark Inc. raised its stake in shares of Vanguard Small-Cap Value ETF by 4.4% during the 2nd quarter. Assetmark Inc. now owns 4,360,477 shares of the company’s stock worth $850,337,000 after purchasing an additional 185,712 shares in the last quarter.

Vanguard Small-Cap Value ETF Price Performance

Vanguard Small-Cap Value ETF stock opened at $215.25 on Friday. The company’s 50-day moving average is $208.82 and its 200-day moving average is $204.50. The firm has a market capitalization of $32.36 billion, a PE ratio of 14.99 and a beta of 1.05. Vanguard Small-Cap Value ETF has a fifty-two week low of $160.23 and a fifty-two week high of $218.90.

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. 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.