Vanguard Small-Cap Value ETF $VBR Shares Sold by Exencial Wealth Advisors LLC

Exencial Wealth Advisors LLC lessened its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 1.6% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 263,467 shares of the company’s stock after selling 4,189 shares during the quarter. Vanguard Small-Cap Value ETF accounts for about 1.8% of Exencial Wealth Advisors LLC’s portfolio, making the stock its 9th largest holding. Exencial Wealth Advisors LLC owned about 0.17% of Vanguard Small-Cap Value ETF worth $55,800,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also recently modified their holdings of the business. Bank of America Corp DE increased its stake in shares of Vanguard Small-Cap Value ETF by 1.4% in the 3rd quarter. Bank of America Corp DE now owns 15,438,804 shares of the company’s stock valued at $3,222,233,000 after purchasing an additional 209,142 shares in the last quarter. Assetmark Inc. increased its stake in shares of Vanguard Small-Cap Value ETF by 2.7% in the 4th quarter. Assetmark Inc. now owns 4,379,433 shares of the company’s stock valued at $927,520,000 after purchasing an additional 113,412 shares in the last quarter. Aspiriant LLC increased its stake in shares of Vanguard Small-Cap Value ETF by 6.1% in the 4th quarter. Aspiriant LLC now owns 1,620,708 shares of the company’s stock valued at $343,249,000 after purchasing an additional 93,408 shares in the last quarter. Sei Investments Co. increased its stake in shares of Vanguard Small-Cap Value ETF by 1.8% in the 3rd quarter. Sei Investments Co. now owns 1,452,261 shares of the company’s stock valued at $303,097,000 after purchasing an additional 25,434 shares in the last quarter. Finally, Captrust Financial Advisors increased its stake in shares of Vanguard Small-Cap Value ETF by 7.7% in the 3rd quarter. Captrust Financial Advisors now owns 1,224,488 shares of the company’s stock valued at $255,563,000 after purchasing an additional 87,902 shares in the last quarter.

Vanguard Small-Cap Value ETF Stock Up 0.3%

Shares of Vanguard Small-Cap Value ETF stock opened at $231.62 on Tuesday. Vanguard Small-Cap Value ETF has a twelve month low of $176.06 and a twelve month high of $235.48. The business has a 50-day moving average price of $223.95 and a 200 day moving average price of $218.08. The firm has a market cap of $34.72 billion, a PE ratio of 14.99 and a beta of 1.00.

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.