Vanguard Small-Cap Value ETF $VBR Stake Boosted by Opal Wealth Advisors LLC

Opal Wealth Advisors LLC raised its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 2.1% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 187,821 shares of the company’s stock after purchasing an additional 3,799 shares during the quarter. Vanguard Small-Cap Value ETF accounts for 10.9% of Opal Wealth Advisors LLC’s portfolio, making the stock its 3rd biggest position. Opal Wealth Advisors LLC’s holdings in Vanguard Small-Cap Value ETF were worth $39,200,000 as of its most recent filing with the SEC.

Other institutional investors have also recently made changes to their positions in the company. One Degree Advisors Inc increased its stake in shares of Vanguard Small-Cap Value ETF by 4.5% in the third quarter. One Degree Advisors Inc now owns 48,423 shares of the company’s stock worth $10,106,000 after buying an additional 2,102 shares during the period. Trilogy Capital Inc. boosted its position in Vanguard Small-Cap Value ETF by 26.2% during the 3rd quarter. Trilogy Capital Inc. now owns 3,958 shares of the company’s stock valued at $826,000 after buying an additional 822 shares during the period. Culbertson A N & Co. Inc. grew its holdings in Vanguard Small-Cap Value ETF by 0.4% in the 3rd quarter. Culbertson A N & Co. Inc. now owns 20,944 shares of the company’s stock worth $4,371,000 after acquiring an additional 75 shares during the last quarter. Associated Banc Corp grew its holdings in Vanguard Small-Cap Value ETF by 8.5% in the 3rd quarter. Associated Banc Corp now owns 25,537 shares of the company’s stock worth $5,330,000 after acquiring an additional 1,998 shares during the last quarter. Finally, Forum Financial Management LP purchased a new position in shares of Vanguard Small-Cap Value ETF in the third quarter valued at about $222,000.

Vanguard Small-Cap Value ETF Trading Up 0.6%

Shares of NYSEARCA:VBR opened at $222.06 on Friday. The company has a 50-day moving average price of $211.33 and a 200-day moving average price of $207.17. The company has a market cap of $33.77 billion, a price-to-earnings ratio of 14.99 and a beta of 1.05. Vanguard Small-Cap Value ETF has a 12 month low of $160.23 and a 12 month high of $222.57.

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. 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.