Nwam LLC Increases Stake in Vanguard Small-Cap Value ETF $VBR

Nwam LLC grew its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 117.0% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 28,664 shares of the company’s stock after buying an additional 15,453 shares during the period. Nwam LLC’s holdings in Vanguard Small-Cap Value ETF were worth $5,968,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also recently modified their holdings of VBR. Park Avenue Securities LLC purchased a new stake in Vanguard Small-Cap Value ETF in the 2nd quarter worth $78,434,000. Osaic Holdings Inc. grew its position in shares of Vanguard Small-Cap Value ETF by 67.1% during the second quarter. Osaic Holdings Inc. now owns 812,288 shares of the company’s stock valued at $156,323,000 after purchasing an additional 326,129 shares in the last quarter. Corient Private Wealth LLC increased its holdings in shares of Vanguard Small-Cap Value ETF by 128.8% in the second quarter. Corient Private Wealth LLC now owns 505,618 shares of the company’s stock worth $98,654,000 after purchasing an additional 284,655 shares during the last quarter. Assetmark Inc. lifted its position in shares of Vanguard Small-Cap Value ETF by 4.4% in the second quarter. Assetmark Inc. now owns 4,360,477 shares of the company’s stock worth $850,337,000 after buying an additional 185,712 shares in the last quarter. Finally, Cetera Investment Advisers lifted its position in shares of Vanguard Small-Cap Value ETF by 22.6% in the second quarter. Cetera Investment Advisers now owns 880,807 shares of the company’s stock worth $171,766,000 after buying an additional 162,575 shares in the last quarter.

Vanguard Small-Cap Value ETF Price Performance

NYSEARCA VBR opened at $225.69 on Friday. Vanguard Small-Cap Value ETF has a 1-year low of $160.23 and a 1-year high of $226.09. The business has a 50 day simple moving average of $212.76 and a two-hundred day simple moving average of $207.88. The stock has a market capitalization of $34.32 billion, a PE ratio of 14.99 and a beta of 1.05.

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.