Vanguard Small-Cap Value ETF $VBR is SOA Wealth Advisors LLC.’s Largest Position

SOA Wealth Advisors LLC. decreased its holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 7.5% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 354,002 shares of the company’s stock after selling 28,519 shares during the period. Vanguard Small-Cap Value ETF accounts for about 7.5% of SOA Wealth Advisors LLC.’s holdings, making the stock its biggest position. SOA Wealth Advisors LLC. owned 0.24% of Vanguard Small-Cap Value ETF worth $69,034,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of the company. Assetmark Inc. boosted its position in shares of Vanguard Small-Cap Value ETF by 4.4% in the first quarter. Assetmark Inc. now owns 4,174,765 shares of the company’s stock valued at $777,717,000 after acquiring an additional 176,559 shares during the period. Aspiriant LLC boosted its position in shares of Vanguard Small-Cap Value ETF by 25.9% in the first quarter. Aspiriant LLC now owns 1,541,432 shares of the company’s stock valued at $287,152,000 after acquiring an additional 317,301 shares during the period. LPL Financial LLC boosted its position in shares of Vanguard Small-Cap Value ETF by 7.9% in the first quarter. LPL Financial LLC now owns 1,389,827 shares of the company’s stock valued at $258,911,000 after acquiring an additional 101,988 shares during the period. Mather Group LLC. boosted its position in shares of Vanguard Small-Cap Value ETF by 2.1% in the first quarter. Mather Group LLC. now owns 876,639 shares of the company’s stock valued at $163,309,000 after acquiring an additional 18,311 shares during the period. Finally, PNC Financial Services Group Inc. boosted its position in shares of Vanguard Small-Cap Value ETF by 0.8% in the first quarter. PNC Financial Services Group Inc. now owns 798,111 shares of the company’s stock valued at $148,680,000 after acquiring an additional 6,657 shares during the period.

Vanguard Small-Cap Value ETF Price Performance

Shares of Vanguard Small-Cap Value ETF stock opened at $208.71 on Wednesday. Vanguard Small-Cap Value ETF has a 1 year low of $160.23 and a 1 year high of $219.01. The firm has a market cap of $31.45 billion, a PE ratio of 14.99 and a beta of 1.15. The company has a 50 day simple moving average of $205.77 and a two-hundred day simple moving average of $194.07.

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.