Capital Advisors Wealth Management LLC Purchases 646 Shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Capital Advisors Wealth Management LLC boosted its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 1.3% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 50,697 shares of the company’s stock after acquiring an additional 646 shares during the quarter. Vanguard Small-Cap Value ETF accounts for approximately 1.8% of Capital Advisors Wealth Management LLC’s investment portfolio, making the stock its 17th biggest holding. Capital Advisors Wealth Management LLC’s holdings in Vanguard Small-Cap Value ETF were worth $10,047,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. World Investment Advisors LLC raised its stake in Vanguard Small-Cap Value ETF by 24,002.3% in the 3rd quarter. World Investment Advisors LLC now owns 1,373,829 shares of the company’s stock valued at $275,837,000 after acquiring an additional 1,368,129 shares during the period. Captrust Financial Advisors raised its position in shares of Vanguard Small-Cap Value ETF by 655.6% in the third quarter. Captrust Financial Advisors now owns 1,548,368 shares of the company’s stock valued at $310,881,000 after purchasing an additional 1,343,457 shares during the period. Retirement Investment Advisors Inc. acquired a new stake in shares of Vanguard Small-Cap Value ETF during the 2nd quarter worth about $57,073,000. Assetmark Inc. boosted its holdings in shares of Vanguard Small-Cap Value ETF by 3.8% during the 3rd quarter. Assetmark Inc. now owns 3,817,544 shares of the company’s stock worth $766,487,000 after buying an additional 139,196 shares during the period. Finally, Christopher J. Hasenberg Inc acquired a new position in Vanguard Small-Cap Value ETF in the 4th quarter valued at about $25,917,000.

Vanguard Small-Cap Value ETF Stock Up 0.6 %

Vanguard Small-Cap Value ETF stock opened at $203.66 on Friday. Vanguard Small-Cap Value ETF has a twelve month low of $171.31 and a twelve month high of $219.01. The stock has a market cap of $30.76 billion, a P/E ratio of 11.42 and a beta of 1.09. The company’s 50-day moving average price is $206.16 and its two-hundred day moving average price is $198.78.

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.