Vanguard Small-Cap Value ETF (NYSEARCA:VBR) Holdings Raised by EverSource Wealth Advisors LLC

EverSource Wealth Advisors LLC raised its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 0.6% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 14,246 shares of the company’s stock after buying an additional 85 shares during the period. EverSource Wealth Advisors LLC’s holdings in Vanguard Small-Cap Value ETF were worth $2,825,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also modified their holdings of the company. Envestnet Asset Management Inc. grew its stake in 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 valued at $399,468,000 after purchasing an additional 15,238 shares in the last quarter. Mather Group LLC. lifted its holdings in shares of 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 valued at $278,633,000 after buying an additional 14,596 shares during the last quarter. Sei Investments Co. grew its stake in shares of Vanguard Small-Cap Value ETF by 5.5% in the 2nd quarter. Sei Investments Co. now owns 1,336,004 shares of the company’s stock valued at $243,866,000 after buying an additional 69,169 shares in the last quarter. Essex Financial Services Inc. grew its stake 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 buying an additional 1,203,281 shares in the last quarter. Finally, LPL Financial LLC raised its position in Vanguard Small-Cap Value ETF by 1.5% during the second quarter. LPL Financial LLC now owns 1,150,361 shares of the company’s stock valued at $209,964,000 after acquiring an additional 17,226 shares in the last quarter.

Vanguard Small-Cap Value ETF Stock Down 0.9 %

NYSEARCA VBR opened at $199.87 on Friday. The stock has a market capitalization of $30.19 billion, a PE ratio of 11.42 and a beta of 1.09. Vanguard Small-Cap Value ETF has a 12-month low of $148.75 and a 12-month high of $201.91. The company has a 50 day moving average price of $193.12 and a two-hundred day moving average price of $187.78.

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.