SRS Capital Advisors Inc. Has $4.25 Million Stock Holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

SRS Capital Advisors Inc. boosted its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 6.9% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 23,636 shares of the company’s stock after buying an additional 1,530 shares during the quarter. SRS Capital Advisors Inc.’s holdings in Vanguard Small-Cap Value ETF were worth $4,254,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of VBR. Integrated Wealth Concepts LLC grew its stake in Vanguard Small-Cap Value ETF by 9.3% in the third quarter. Integrated Wealth Concepts LLC now owns 13,770 shares of the company’s stock valued at $2,196,000 after purchasing an additional 1,170 shares in the last quarter. Retirement Investment Advisors Inc. increased its holdings in Vanguard Small-Cap Value ETF by 57.8% in the third quarter. Retirement Investment Advisors Inc. now owns 441,596 shares of the company’s stock worth $70,430,000 after buying an additional 161,791 shares during the last quarter. White Wing Wealth Management bought a new position in Vanguard Small-Cap Value ETF during the fourth quarter valued at approximately $3,584,000. RWA Wealth Partners LLC lifted its stake in Vanguard Small-Cap Value ETF by 3.1% in the fourth quarter. RWA Wealth Partners LLC now owns 360,429 shares of the company’s stock valued at $64,866,000 after acquiring an additional 10,762 shares during the last quarter. Finally, Whittier Trust Co. of Nevada Inc. grew its position in Vanguard Small-Cap Value ETF by 24.3% in the fourth quarter. Whittier Trust Co. of Nevada Inc. now owns 2,252 shares of the company’s stock worth $405,000 after acquiring an additional 440 shares in the last quarter.

Vanguard Small-Cap Value ETF Stock Up 1.1 %

Shares of VBR traded up $1.94 during mid-day trading on Thursday, hitting $182.43. 226,639 shares of the company’s stock were exchanged, compared to its average volume of 555,175. The stock has a market cap of $27.56 billion, a price-to-earnings ratio of 11.42 and a beta of 1.09. The firm has a fifty day moving average of $184.39 and a two-hundred day moving average of $174.93. Vanguard Small-Cap Value ETF has a twelve month low of $148.75 and a twelve month high of $192.44.

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.