Cornerstone Wealth Management LLC Has $7.38 Million Position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Cornerstone Wealth Management LLC lessened its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 22.1% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 37,245 shares of the company’s stock after selling 10,565 shares during the quarter. Cornerstone Wealth Management LLC’s holdings in Vanguard Small-Cap Value ETF were worth $7,381,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in VBR. Assetmark Inc. grew its stake in Vanguard Small-Cap Value ETF by 3.8% in the third quarter. Assetmark Inc. now owns 3,817,544 shares of the company’s stock valued at $766,487,000 after purchasing an additional 139,196 shares in the last quarter. Captrust Financial Advisors grew its stake in shares of Vanguard Small-Cap Value ETF by 655.6% in the 3rd quarter. Captrust Financial Advisors now owns 1,548,368 shares of the company’s stock valued at $310,881,000 after buying an additional 1,343,457 shares in the last quarter. Axiom Advisory LLC increased its holdings in Vanguard Small-Cap Value ETF by 7.6% in the third quarter. Axiom Advisory LLC now owns 1,452,124 shares of the company’s stock worth $279,093,000 after buying an additional 102,423 shares during the last quarter. World Investment Advisors LLC grew its position in Vanguard Small-Cap Value ETF by 24,002.3% in the third quarter. World Investment Advisors LLC now owns 1,373,829 shares of the company’s stock worth $275,837,000 after acquiring an additional 1,368,129 shares in the last quarter. Finally, LPL Financial LLC increased its stake in shares of Vanguard Small-Cap Value ETF by 7.0% during the 3rd quarter. LPL Financial LLC now owns 1,230,640 shares of the company’s stock worth $247,088,000 after purchasing an additional 80,279 shares during the last quarter.

Vanguard Small-Cap Value ETF Trading Up 0.1 %

VBR stock opened at $206.52 on Friday. The firm has a market cap of $31.19 billion, a PE ratio of 11.42 and a beta of 1.09. Vanguard Small-Cap Value ETF has a 1 year low of $173.32 and a 1 year high of $219.01. The company has a fifty day simple moving average of $205.68 and a 200 day simple moving average of $199.60.

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.