Kingswood Wealth Advisors LLC Buys 3,025 Shares of Vanguard Small-Cap Value ETF $VBR

Kingswood Wealth Advisors LLC lifted its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 75.4% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 7,037 shares of the company’s stock after purchasing an additional 3,025 shares during the period. Kingswood Wealth Advisors LLC’s holdings in Vanguard Small-Cap Value ETF were worth $1,469,000 at the end of the most recent quarter.

Several other institutional investors have also recently bought and sold shares of VBR. Cathy Pareto & Associates Inc. increased its stake in shares of Vanguard Small-Cap Value ETF by 1.8% in the 3rd quarter. Cathy Pareto & Associates Inc. now owns 19,766 shares of the company’s stock valued at $4,125,000 after buying an additional 350 shares during the period. West Bancorporation Inc. bought a new position in Vanguard Small-Cap Value ETF in the third quarter valued at about $204,000. Investmark Advisory Group LLC increased its position in Vanguard Small-Cap Value ETF by 4.5% in the third quarter. Investmark Advisory Group LLC now owns 2,716 shares of the company’s stock worth $567,000 after purchasing an additional 116 shares during the period. CX Institutional increased its position in Vanguard Small-Cap Value ETF by 1.1% in the third quarter. CX Institutional now owns 48,620 shares of the company’s stock worth $10,147,000 after purchasing an additional 509 shares during the period. Finally, Strategic Blueprint LLC raised its holdings in Vanguard Small-Cap Value ETF by 16.7% during the 3rd quarter. Strategic Blueprint LLC now owns 6,648 shares of the company’s stock worth $1,387,000 after purchasing an additional 953 shares during the last quarter.

Vanguard Small-Cap Value ETF Trading Up 0.6%

Shares of NYSEARCA VBR opened at $222.06 on Friday. The firm has a market capitalization of $33.77 billion, a PE ratio of 14.99 and a beta of 1.05. Vanguard Small-Cap Value ETF has a 1 year low of $160.23 and a 1 year high of $222.57. The firm’s 50-day moving average is $211.33 and its 200-day moving average is $207.08.

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. The Fund attempts to replicate the target Index by investing all, or substantially all, of its assets in the stocks that make up the Index, holding each stock in approximately the same proportion as its weighting in the Index.