Vanguard Small-Cap Value ETF $VBR is Exencial Wealth Advisors LLC’s 6th Largest Position

Exencial Wealth Advisors LLC decreased its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 2.2% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 267,656 shares of the company’s stock after selling 6,130 shares during the quarter. Vanguard Small-Cap Value ETF accounts for about 1.8% of Exencial Wealth Advisors LLC’s holdings, making the stock its 6th biggest position. Exencial Wealth Advisors LLC owned about 0.18% of Vanguard Small-Cap Value ETF worth $55,862,000 at the end of the most recent reporting period.

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

Vanguard Small-Cap Value ETF Trading Up 0.0%

Shares of VBR opened at $221.91 on Wednesday. Vanguard Small-Cap Value ETF has a 12-month low of $160.23 and a 12-month high of $222.90. The stock has a market cap of $33.75 billion, a P/E ratio of 14.99 and a beta of 1.05. The company has a 50-day moving average of $211.99 and a two-hundred day moving average of $207.65.

About Vanguard Small-Cap Value ETF

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.