McMill Wealth Management Purchases 603,011 Shares of Vanguard Small-Cap Value ETF $VBR

McMill Wealth Management boosted its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 23,929.0% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 605,531 shares of the company’s stock after acquiring an additional 603,011 shares during the quarter. Vanguard Small-Cap Value ETF accounts for 3.0% of McMill Wealth Management’s holdings, making the stock its 4th largest holding. McMill Wealth Management’s holdings in Vanguard Small-Cap Value ETF were worth $147,138,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. Valpey Financial Services LLC boosted its holdings in shares of Vanguard Small-Cap Value ETF by 21,125.3% in the 4th quarter. Valpey Financial Services LLC now owns 4,270,098 shares of the company’s stock valued at $904,364,000 after purchasing an additional 4,249,980 shares in the last quarter. Bank of America Corp DE raised its holdings in shares of Vanguard Small-Cap Value ETF by 3.6% during the 4th quarter. Bank of America Corp DE now owns 15,999,348 shares of the company’s stock worth $3,388,502,000 after buying an additional 560,544 shares in the last quarter. Align Financial LLC acquired a new position in shares of Vanguard Small-Cap Value ETF during the 4th quarter worth $97,410,000. Focus Partners Wealth lifted its position in shares of Vanguard Small-Cap Value ETF by 53.8% during the 4th quarter. Focus Partners Wealth now owns 849,534 shares of the company’s stock worth $179,915,000 after buying an additional 297,074 shares during the last quarter. Finally, Corient Private Wealth LLC lifted its position in shares of Vanguard Small-Cap Value ETF by 128.8% during the 2nd quarter. Corient Private Wealth LLC now owns 505,618 shares of the company’s stock worth $98,654,000 after buying an additional 284,655 shares during the last quarter.

Vanguard Small-Cap Value ETF Stock Down 0.3%

NYSEARCA:VBR opened at $248.36 on Friday. The stock’s 50-day simple moving average is $245.23 and its 200 day simple moving average is $234.27. The firm has a market capitalization of $37.71 billion, a PE ratio of 14.99 and a beta of 0.96. Vanguard Small-Cap Value ETF has a twelve month low of $198.76 and a twelve month high of $251.85.

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. 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.