Cornerstone Capital Inc. Makes New Investment in Vanguard Small-Cap Value ETF $VBR

Cornerstone Capital Inc. purchased a new stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 2,606 shares of the company’s stock, valued at approximately $544,000.

Several other large investors have also recently modified their holdings of the stock. Osaic Holdings Inc. boosted its stake in Vanguard Small-Cap Value ETF by 67.1% in the 2nd quarter. Osaic Holdings Inc. now owns 812,288 shares of the company’s stock worth $156,323,000 after purchasing an additional 326,129 shares in the last quarter. Corient Private Wealth LLC raised its holdings in Vanguard Small-Cap Value ETF by 128.8% in the second quarter. Corient Private Wealth LLC now owns 505,618 shares of the company’s stock worth $98,654,000 after buying an additional 284,655 shares during the last quarter. Assetmark Inc. raised its holdings in Vanguard Small-Cap Value ETF by 4.4% in the second quarter. Assetmark Inc. now owns 4,360,477 shares of the company’s stock worth $850,337,000 after buying an additional 185,712 shares during the last quarter. Cetera Investment Advisers lifted its stake in shares of Vanguard Small-Cap Value ETF by 22.6% in the second quarter. Cetera Investment Advisers now owns 880,807 shares of the company’s stock worth $171,766,000 after buying an additional 162,575 shares in the last quarter. Finally, World Investment Advisors lifted its stake in shares of Vanguard Small-Cap Value ETF by 1,650.1% in the third quarter. World Investment Advisors now owns 131,710 shares of the company’s stock worth $27,489,000 after buying an additional 124,184 shares in the last quarter.

Vanguard Small-Cap Value ETF Stock Down 1.8%

NYSEARCA:VBR opened at $228.48 on Tuesday. The stock has a market cap of $34.75 billion, a price-to-earnings ratio of 14.99 and a beta of 1.05. The company’s 50 day moving average price is $222.84 and its 200-day moving average price is $213.24. Vanguard Small-Cap Value ETF has a 52 week low of $160.23 and a 52 week high of $235.48.

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.