Lake Street Financial LLC Acquires 599 Shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Lake Street Financial LLC raised its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBRGet Rating) by 20.9% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 3,469 shares of the company’s stock after acquiring an additional 599 shares during the quarter. Lake Street Financial LLC’s holdings in Vanguard Small-Cap Value ETF were worth $610,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in the company. Bank of America Corp DE increased its stake in Vanguard Small-Cap Value ETF by 12.8% during the fourth quarter. Bank of America Corp DE now owns 15,260,896 shares of the company’s stock worth $2,729,411,000 after acquiring an additional 1,734,310 shares during the last quarter. Envestnet Asset Management Inc. increased its stake in Vanguard Small-Cap Value ETF by 2.8% during the fourth quarter. Envestnet Asset Management Inc. now owns 2,785,284 shares of the company’s stock worth $498,148,000 after acquiring an additional 74,618 shares during the last quarter. Wells Fargo & Company MN increased its stake in Vanguard Small-Cap Value ETF by 2.4% during the fourth quarter. Wells Fargo & Company MN now owns 1,831,661 shares of the company’s stock worth $327,592,000 after acquiring an additional 42,702 shares during the last quarter. Mather Group LLC. increased its stake in Vanguard Small-Cap Value ETF by 3.0% during the fourth quarter. Mather Group LLC. now owns 1,327,635 shares of the company’s stock worth $237,448,000 after acquiring an additional 39,071 shares during the last quarter. Finally, LPL Financial LLC increased its stake in Vanguard Small-Cap Value ETF by 1.2% during the fourth quarter. LPL Financial LLC now owns 893,410 shares of the company’s stock worth $159,786,000 after acquiring an additional 10,408 shares during the last quarter.

Vanguard Small-Cap Value ETF Price Performance

Shares of NYSEARCA VBR opened at $163.45 on Friday. The business’s 50 day moving average is $156.99 and its two-hundred day moving average is $165.75. Vanguard Small-Cap Value ETF has a 1-year low of $145.54 and a 1-year high of $187.22.

Vanguard Small-Cap Value ETF Company Profile

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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.

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

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