Kestra Private Wealth Services LLC Trims Stock Holdings in Vanguard Small-Cap Value ETF $VBR

Kestra Private Wealth Services LLC lowered its holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 5.2% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 45,832 shares of the company’s stock after selling 2,522 shares during the period. Kestra Private Wealth Services LLC’s holdings in Vanguard Small-Cap Value ETF were worth $9,957,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Valpey Financial Services LLC lifted its position in shares of Vanguard Small-Cap Value ETF by 21,125.3% during the fourth quarter. Valpey Financial Services LLC now owns 4,270,098 shares of the company’s stock worth $904,364,000 after acquiring an additional 4,249,980 shares in the last quarter. Bank of America Corp DE grew its position in shares of Vanguard Small-Cap Value ETF by 3.6% in the fourth quarter. Bank of America Corp DE now owns 15,999,348 shares of the company’s stock valued at $3,388,502,000 after purchasing an additional 560,544 shares in the last quarter. Align Financial LLC bought a new stake in shares of Vanguard Small-Cap Value ETF during the 4th quarter valued at $97,410,000. Focus Partners Wealth lifted its holdings in Vanguard Small-Cap Value ETF by 53.8% during the 4th quarter. Focus Partners Wealth now owns 849,534 shares of the company’s stock worth $179,915,000 after purchasing an additional 297,074 shares in the last quarter. Finally, Corient Private Wealth LLC lifted its holdings in Vanguard Small-Cap Value ETF by 128.8% during the 2nd quarter. Corient Private Wealth LLC now owns 505,618 shares of the company’s stock worth $98,654,000 after purchasing an additional 284,655 shares in the last quarter.

Vanguard Small-Cap Value ETF Stock Up 0.8%

Shares of NYSEARCA VBR opened at $242.45 on Friday. Vanguard Small-Cap Value ETF has a 52 week low of $193.00 and a 52 week high of $244.30. The business has a 50-day simple moving average of $233.92 and a two-hundred day simple moving average of $225.99. The company has a market cap of $36.35 billion, a P/E ratio of 14.99 and a beta of 0.96.

About Vanguard Small-Cap Value ETF

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.