Integrity Wealth Solutions LLC Boosts Stock Holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Integrity Wealth Solutions LLC grew its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 4.2% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 19,430 shares of the company’s stock after purchasing an additional 784 shares during the period. Vanguard Small-Cap Value ETF comprises about 2.0% of Integrity Wealth Solutions LLC’s portfolio, making the stock its 15th largest position. Integrity Wealth Solutions LLC’s holdings in Vanguard Small-Cap Value ETF were worth $3,620,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Dynamic Advisor Solutions LLC bought a new stake in Vanguard Small-Cap Value ETF during the first quarter worth $1,228,000. Wealth Management Nebraska purchased a new position in shares of Vanguard Small-Cap Value ETF in the 4th quarter worth about $510,000. Ariadne Wealth Management LP grew its position in Vanguard Small-Cap Value ETF by 13.8% during the fourth quarter. Ariadne Wealth Management LP now owns 2,442 shares of the company’s stock valued at $497,000 after buying an additional 297 shares during the period. Fisher Asset Management LLC purchased a new stake in Vanguard Small-Cap Value ETF during the fourth quarter worth about $218,000. Finally, Principal Financial Group Inc. purchased a new stake in Vanguard Small-Cap Value ETF during the fourth quarter worth about $3,350,000.

Vanguard Small-Cap Value ETF Stock Performance

Shares of VBR stock opened at $190.73 on Friday. The firm’s 50-day simple moving average is $185.83 and its two-hundred day simple moving average is $192.65. Vanguard Small-Cap Value ETF has a 52 week low of $160.23 and a 52 week high of $219.01. The firm has a market cap of $102.05 billion, a price-to-earnings ratio of 15.85 and a beta of 1.05.

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.