Kiely Wealth Advisory Group Inc. Has $489,000 Holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Kiely Wealth Advisory Group Inc. lifted its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBRFree Report) by 16.9% in the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 2,622 shares of the company’s stock after acquiring an additional 380 shares during the quarter. Vanguard Small-Cap Value ETF makes up about 0.3% of Kiely Wealth Advisory Group Inc.’s holdings, making the stock its 19th biggest holding. Kiely Wealth Advisory Group Inc.’s holdings in Vanguard Small-Cap Value ETF were worth $489,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in VBR. Envestnet Asset Management Inc. boosted its position in shares of Vanguard Small-Cap Value ETF by 0.7% in the second quarter. Envestnet Asset Management Inc. now owns 2,188,628 shares of the company’s stock worth $399,468,000 after buying an additional 15,238 shares during the period. Mather Group LLC. boosted its position in Vanguard Small-Cap Value ETF by 1.0% during the 2nd quarter. Mather Group LLC. now owns 1,452,121 shares of the company’s stock worth $278,633,000 after acquiring an additional 14,596 shares during the period. Sei Investments Co. boosted its position in Vanguard Small-Cap Value ETF by 5.5% during the 2nd quarter. Sei Investments Co. now owns 1,336,004 shares of the company’s stock worth $243,866,000 after acquiring an additional 69,169 shares during the period. Essex Financial Services Inc. increased its holdings in shares of Vanguard Small-Cap Value ETF by 6,841.9% in the 2nd quarter. Essex Financial Services Inc. now owns 1,220,868 shares of the company’s stock valued at $222,833,000 after purchasing an additional 1,203,281 shares during the period. Finally, LPL Financial LLC increased its holdings in shares of Vanguard Small-Cap Value ETF by 1.5% in the 2nd quarter. LPL Financial LLC now owns 1,150,361 shares of the company’s stock valued at $209,964,000 after purchasing an additional 17,226 shares during the period.

Vanguard Small-Cap Value ETF Stock Performance

VBR stock opened at $199.87 on Friday. The firm has a 50 day simple moving average of $193.12 and a 200 day simple moving average of $187.75. Vanguard Small-Cap Value ETF has a 52 week low of $148.75 and a 52 week high of $201.91. The stock has a market cap of $30.19 billion, a P/E ratio of 11.42 and a beta of 1.09.

About Vanguard Small-Cap Value ETF

(Free Report)

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.

Read More

Want to see what other hedge funds are holding VBR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Vanguard Small-Cap Value ETF (NYSEARCA:VBRFree Report).

Institutional Ownership by Quarter for Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Receive News & Ratings for Vanguard Small-Cap Value ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Vanguard Small-Cap Value ETF and related companies with MarketBeat.com's FREE daily email newsletter.