Kestra Advisory Services LLC Has $42.05 Million Position in Vanguard Small-Cap Value ETF $VBR

Kestra Advisory Services LLC increased its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 9.0% in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 193,564 shares of the company’s stock after buying an additional 15,929 shares during the quarter. Kestra Advisory Services LLC’s holdings in Vanguard Small-Cap Value ETF were worth $42,052,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of VBR. Motiv8 Investments LLC bought a new stake in Vanguard Small-Cap Value ETF in the 4th quarter valued at approximately $29,000. Birchbrook Inc. bought a new position in shares of Vanguard Small-Cap Value ETF during the 4th quarter worth approximately $30,000. Modus Advisors LLC bought a new position in shares of Vanguard Small-Cap Value ETF during the 4th quarter worth approximately $30,000. Toth Financial Advisory Corp acquired a new stake in shares of Vanguard Small-Cap Value ETF in the fourth quarter valued at approximately $36,000. Finally, Tower View Wealth Management LLC acquired a new stake in shares of Vanguard Small-Cap Value ETF in the first quarter valued at approximately $37,000.

Vanguard Small-Cap Value ETF Stock Up 1.0%

Shares of VBR stock opened at $241.14 on Friday. The company’s fifty day simple moving average is $236.22 and its 200-day simple moving average is $227.93. The firm has a market cap of $36.61 billion, a PE ratio of 14.99 and a beta of 0.96. Vanguard Small-Cap Value ETF has a 12 month low of $193.00 and a 12 month high of $245.12.

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.