Allworth Financial LP Boosts Holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Allworth Financial LP increased its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 1.9% in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 710,066 shares of the company’s stock after acquiring an additional 13,198 shares during the quarter. Vanguard Small-Cap Value ETF comprises 0.9% of Allworth Financial LP’s investment portfolio, making the stock its 16th largest holding. Allworth Financial LP owned approximately 0.47% of Vanguard Small-Cap Value ETF worth $142,567,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. Essex Financial Services Inc. raised its holdings in Vanguard Small-Cap Value ETF by 6,841.9% during the 2nd quarter. Essex Financial Services Inc. now owns 1,220,868 shares of the company’s stock valued at $222,833,000 after acquiring an additional 1,203,281 shares during the period. SageView Advisory Group LLC boosted its stake in Vanguard Small-Cap Value ETF by 10,480.2% during the first quarter. SageView Advisory Group LLC now owns 470,292 shares of the company’s stock valued at $82,428,000 after buying an additional 465,847 shares during the period. Cetera Investment Advisers raised its holdings in shares of Vanguard Small-Cap Value ETF by 324.7% in the 1st quarter. Cetera Investment Advisers now owns 602,463 shares of the company’s stock valued at $115,601,000 after acquiring an additional 460,617 shares in the last quarter. Retirement Investment Advisors Inc. bought a new stake in Vanguard Small-Cap Value ETF during the second quarter valued at approximately $57,073,000. Finally, Strategic Financial Concepts LLC grew its position in Vanguard Small-Cap Value ETF by 13,046.3% in the second quarter. Strategic Financial Concepts LLC now owns 247,807 shares of the company’s stock worth $45,230,000 after acquiring an additional 245,922 shares in the last quarter.

Vanguard Small-Cap Value ETF Stock Down 0.8 %

NYSEARCA VBR opened at $198.82 on Friday. The company has a market capitalization of $30.03 billion, a price-to-earnings ratio of 11.42 and a beta of 1.09. The stock’s 50-day simple moving average is $197.71 and its two-hundred day simple moving average is $190.07. Vanguard Small-Cap Value ETF has a twelve month low of $148.75 and a twelve month high of $205.42.

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.