Presilium Private Wealth LLC Has $14.13 Million Position in Vanguard Small-Cap Value ETF $VBR

Presilium Private Wealth LLC increased its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 6.7% in the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 72,475 shares of the company’s stock after purchasing an additional 4,533 shares during the quarter. Vanguard Small-Cap Value ETF makes up 2.9% of Presilium Private Wealth LLC’s investment portfolio, making the stock its 13th largest holding. Presilium Private Wealth LLC’s holdings in Vanguard Small-Cap Value ETF were worth $14,133,000 as of its most recent filing with the SEC.

Other institutional investors also recently added to or reduced their stakes in the company. Leeward Financial Partners LLC increased its position in Vanguard Small-Cap Value ETF by 2.7% in the 1st quarter. Leeward Financial Partners LLC now owns 36,935 shares of the company’s stock worth $6,881,000 after buying an additional 969 shares during the period. Vontobel Holding Ltd. bought a new position in Vanguard Small-Cap Value ETF in the 1st quarter worth approximately $385,000. GAMMA Investing LLC increased its position in Vanguard Small-Cap Value ETF by 18.4% in the 1st quarter. GAMMA Investing LLC now owns 560 shares of the company’s stock worth $104,000 after buying an additional 87 shares during the period. IFG Advisory LLC increased its position in Vanguard Small-Cap Value ETF by 6.0% in the 1st quarter. IFG Advisory LLC now owns 15,530 shares of the company’s stock worth $2,893,000 after buying an additional 881 shares during the period. Finally, Dynamic Advisor Solutions LLC bought a new position in Vanguard Small-Cap Value ETF in the 1st quarter worth approximately $1,228,000.

Vanguard Small-Cap Value ETF Stock Down 2.9%

Shares of NYSEARCA VBR opened at $201.42 on Monday. The business’s 50 day moving average is $206.97 and its two-hundred day moving average is $195.13. The company has a market cap of $30.29 billion, a P/E ratio of 14.99 and a beta of 1.15. Vanguard Small-Cap Value ETF has a 12 month low of $160.23 and a 12 month high of $219.01.

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.