Vanguard Small-Cap Value ETF (NYSEARCA:VBR) Stock Holdings Lifted by Kiely Wealth Advisory Group Inc.

Kiely Wealth Advisory Group Inc. raised its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 16.9% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,622 shares of the company’s stock after purchasing an additional 380 shares during the period. Vanguard Small-Cap Value ETF accounts for about 0.3% of Kiely Wealth Advisory Group Inc.’s investment portfolio, making the stock its 19th largest position. 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.

Several other institutional investors have also made changes to their positions in VBR. Vantage Financial Partners LLC acquired a new position in Vanguard Small-Cap Value ETF during the fourth quarter worth $1,145,000. Accretive Wealth Partners LLC raised its stake in shares of Vanguard Small-Cap Value ETF by 3.0% in the 4th quarter. Accretive Wealth Partners LLC now owns 4,054 shares of the company’s stock valued at $730,000 after acquiring an additional 118 shares in the last quarter. Aveo Capital Partners LLC lifted its holdings in Vanguard Small-Cap Value ETF by 10.8% in the 4th quarter. Aveo Capital Partners LLC now owns 4,862 shares of the company’s stock worth $875,000 after purchasing an additional 474 shares during the last quarter. Principal Financial Group Inc. boosted its position in Vanguard Small-Cap Value ETF by 67.2% during the fourth quarter. Principal Financial Group Inc. now owns 2,654 shares of the company’s stock worth $478,000 after purchasing an additional 1,067 shares during the period. Finally, Vanguard Personalized Indexing Management LLC acquired a new position in Vanguard Small-Cap Value ETF during the fourth quarter valued at approximately $364,000.

Vanguard Small-Cap Value ETF Trading Down 0.9 %

Shares of Vanguard Small-Cap Value ETF stock opened at $199.87 on Friday. The firm has a fifty day simple moving average of $193.12 and a 200-day simple moving average of $187.75. The stock has a market capitalization of $30.19 billion, a price-to-earnings ratio of 11.42 and a beta of 1.09. Vanguard Small-Cap Value ETF has a 1-year low of $148.75 and a 1-year high of $201.91.

Vanguard Small-Cap Value ETF Company 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.