Exencial Wealth Advisors LLC Purchases 10,970 Shares of Vanguard Small-Cap Value ETF $VBR

Exencial Wealth Advisors LLC increased its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 4.2% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 273,786 shares of the company’s stock after acquiring an additional 10,970 shares during the quarter. Vanguard Small-Cap Value ETF accounts for about 1.9% of Exencial Wealth Advisors LLC’s holdings, making the stock its 6th largest position. Exencial Wealth Advisors LLC’s holdings in Vanguard Small-Cap Value ETF were worth $53,391,000 at the end of the most recent reporting period.

A number of other large investors have also made changes to their positions in VBR. Park Avenue Securities LLC acquired a new stake in shares of Vanguard Small-Cap Value ETF during the second quarter valued at approximately $78,434,000. Focus Partners Wealth increased its stake in Vanguard Small-Cap Value ETF by 41.5% in the 1st quarter. Focus Partners Wealth now owns 667,709 shares of the company’s stock valued at $124,388,000 after buying an additional 195,694 shares during the period. Wealthspire Advisors LLC increased its stake in Vanguard Small-Cap Value ETF by 106.2% in the 1st quarter. Wealthspire Advisors LLC now owns 354,264 shares of the company’s stock valued at $65,996,000 after buying an additional 182,424 shares during the period. Assetmark Inc. increased its stake in Vanguard Small-Cap Value ETF by 4.4% in the 1st quarter. Assetmark Inc. now owns 4,174,765 shares of the company’s stock valued at $777,717,000 after buying an additional 176,559 shares during the period. Finally, Wealth Enhancement Advisory Services LLC increased its stake in Vanguard Small-Cap Value ETF by 47.0% in the 2nd quarter. Wealth Enhancement Advisory Services LLC now owns 480,301 shares of the company’s stock valued at $96,886,000 after buying an additional 153,529 shares during the period.

Vanguard Small-Cap Value ETF Stock Performance

Vanguard Small-Cap Value ETF stock opened at $209.02 on Wednesday. The firm’s 50 day moving average price is $208.11 and its two-hundred day moving average price is $196.24. Vanguard Small-Cap Value ETF has a twelve month low of $160.23 and a twelve month high of $219.01. The firm has a market cap of $31.43 billion, a PE ratio of 14.99 and a beta of 1.15.

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.