Soltis Investment Advisors LLC Has $862,000 Stock Position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Soltis Investment Advisors LLC lifted its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBRFree Report) by 24.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 4,352 shares of the company’s stock after acquiring an additional 851 shares during the quarter. Soltis Investment Advisors LLC’s holdings in Vanguard Small-Cap Value ETF were worth $862,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also modified their holdings of VBR. Opal Wealth Advisors LLC increased its position in Vanguard Small-Cap Value ETF by 1.3% during the fourth quarter. Opal Wealth Advisors LLC now owns 123,008 shares of the company’s stock worth $24,378,000 after buying an additional 1,620 shares during the last quarter. Canvas Wealth Advisors LLC acquired a new position in Vanguard Small-Cap Value ETF during the fourth quarter worth approximately $347,000. Kestra Private Wealth Services LLC increased its position in Vanguard Small-Cap Value ETF by 15.8% during the fourth quarter. Kestra Private Wealth Services LLC now owns 43,442 shares of the company’s stock worth $8,609,000 after buying an additional 5,936 shares during the last quarter. Moser Wealth Advisors LLC increased its position in Vanguard Small-Cap Value ETF by 2.8% during the fourth quarter. Moser Wealth Advisors LLC now owns 64,030 shares of the company’s stock worth $12,689,000 after buying an additional 1,738 shares during the last quarter. Finally, Quotient Wealth Partners LLC increased its position in Vanguard Small-Cap Value ETF by 2.7% during the fourth quarter. Quotient Wealth Partners LLC now owns 12,071 shares of the company’s stock worth $2,392,000 after buying an additional 322 shares during the last quarter.

Vanguard Small-Cap Value ETF Stock Down 0.1 %

Shares of NYSEARCA VBR opened at $203.32 on Tuesday. The business’s 50 day moving average price is $204.06 and its two-hundred day moving average price is $200.98. The company has a market cap of $30.71 billion, a PE ratio of 11.42 and a beta of 1.09. Vanguard Small-Cap Value ETF has a twelve month low of $174.19 and a twelve month high of $219.01.

Vanguard Small-Cap Value ETF Profile

(Free Report)

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.

See Also

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Institutional Ownership by Quarter for Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

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