Vanguard Small-Cap Value ETF $VBR Stock Position Trimmed by Cornerstone Wealth Advisors Inc.

Cornerstone Wealth Advisors Inc. cut its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 5.7% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 39,561 shares of the company’s stock after selling 2,405 shares during the quarter. Vanguard Small-Cap Value ETF accounts for about 2.0% of Cornerstone Wealth Advisors Inc.’s holdings, making the stock its 10th biggest holding. Cornerstone Wealth Advisors Inc.’s holdings in Vanguard Small-Cap Value ETF were worth $8,257,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also recently made changes to their positions in the stock. Blume Capital Management Inc. bought a new stake in shares of Vanguard Small-Cap Value ETF during the 2nd quarter worth $29,000. Traub Capital Management LLC purchased a new stake in Vanguard Small-Cap Value ETF during the second quarter valued at about $30,000. Financial Gravity Companies Inc. purchased a new stake in Vanguard Small-Cap Value ETF during the second quarter valued at about $33,000. Front Row Advisors LLC bought a new stake in Vanguard Small-Cap Value ETF during the second quarter worth about $35,000. Finally, Heritage Wealth Advisors boosted its holdings in shares of Vanguard Small-Cap Value ETF by 190.5% in the 2nd quarter. Heritage Wealth Advisors now owns 183 shares of the company’s stock worth $36,000 after purchasing an additional 120 shares in the last quarter.

Vanguard Small-Cap Value ETF Trading Down 0.4%

Shares of Vanguard Small-Cap Value ETF stock opened at $214.77 on Wednesday. The firm has a market capitalization of $32.29 billion, a PE ratio of 14.99 and a beta of 1.05. Vanguard Small-Cap Value ETF has a 12 month low of $160.23 and a 12 month high of $218.90. The business’s 50-day moving average price is $209.18 and its 200-day moving average price is $205.04.

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.