MAI Capital Management Increases Stock Position in Vanguard Small-Cap Value ETF $VBR

MAI Capital Management grew its holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 18.0% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 62,945 shares of the company’s stock after purchasing an additional 9,621 shares during the quarter. MAI Capital Management’s holdings in Vanguard Small-Cap Value ETF were worth $13,137,000 at the end of the most recent quarter.

Other institutional investors have also recently modified their holdings of the company. Osaic Holdings Inc. increased its position in 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 worth $156,323,000 after buying an additional 326,129 shares in the last quarter. Corient Private Wealth LLC boosted its stake in shares of Vanguard Small-Cap Value ETF by 128.8% during the second quarter. Corient Private Wealth LLC now owns 505,618 shares of the company’s stock valued at $98,654,000 after acquiring an additional 284,655 shares during the last quarter. Assetmark Inc. increased its position in Vanguard Small-Cap Value ETF by 4.4% during the 2nd quarter. Assetmark Inc. now owns 4,360,477 shares of the company’s stock worth $850,337,000 after purchasing an additional 185,712 shares in the last quarter. Cetera Investment Advisers raised its stake in Vanguard Small-Cap Value ETF by 22.6% in the 2nd quarter. Cetera Investment Advisers now owns 880,807 shares of the company’s stock valued at $171,766,000 after purchasing an additional 162,575 shares during the last quarter. Finally, World Investment Advisors raised its stake in Vanguard Small-Cap Value ETF by 1,650.1% in the 3rd quarter. World Investment Advisors now owns 131,710 shares of the company’s stock valued at $27,489,000 after purchasing an additional 124,184 shares during the last quarter.

Vanguard Small-Cap Value ETF Price Performance

Vanguard Small-Cap Value ETF stock opened at $230.54 on Thursday. The stock has a market capitalization of $35.06 billion, a P/E 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 $235.48. The firm’s 50-day moving average is $223.49 and its two-hundred day moving average is $213.58.

Vanguard Small-Cap Value ETF 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.