Vanguard Small-Cap Value ETF $VBR Stock: Sowell Financial Services LLC Raises Holdings

Sowell Financial Services LLC grew its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 87.6% during the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 15,967 shares of the company’s stock after purchasing an additional 7,455 shares during the period. Sowell Financial Services LLC’s holdings in Vanguard Small-Cap Value ETF were worth $3,689,000 as of its most recent filing with the SEC.

Other large investors have also made changes to their positions in the company. Cetera Investment Advisers increased its position in shares of Vanguard Small-Cap Value ETF by 2.8% during the 1st quarter. Cetera Investment Advisers now owns 1,164,853 shares of the company’s stock worth $253,064,000 after purchasing an additional 31,607 shares in the last quarter. Jones Financial Companies Lllp lifted its holdings in Vanguard Small-Cap Value ETF by 5.2% during the 2nd quarter. Jones Financial Companies Lllp now owns 1,035,273 shares of the company’s stock valued at $251,336,000 after purchasing an additional 50,829 shares during the last quarter. PNC Financial Services Group Inc. lifted its holdings in Vanguard Small-Cap Value ETF by 2.6% during the 1st quarter. PNC Financial Services Group Inc. now owns 846,309 shares of the company’s stock valued at $183,861,000 after purchasing an additional 21,114 shares during the last quarter. McMill Wealth Management lifted its holdings in Vanguard Small-Cap Value ETF by 23,929.0% during the 2nd quarter. McMill Wealth Management now owns 605,531 shares of the company’s stock valued at $147,138,000 after purchasing an additional 603,011 shares during the last quarter. Finally, Stephens Group Asset Management LLC boosted its position in Vanguard Small-Cap Value ETF by 0.7% in the third quarter. Stephens Group Asset Management LLC now owns 466,502 shares of the company’s stock valued at $107,776,000 after buying an additional 3,360 shares in the last quarter.

Vanguard Small-Cap Value ETF Stock Up 0.2%

NYSEARCA:VBR opened at $239.31 on Thursday. The firm has a market cap of $36.38 billion, a PE ratio of 14.99 and a beta of 0.97. Vanguard Small-Cap Value ETF has a 12 month low of $198.76 and a 12 month high of $251.85. The company’s 50-day moving average price is $240.86 and its two-hundred day moving average price is $238.38.

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.