Capital Advisors Wealth Management LLC Has $10.27 Million Stock Position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Capital Advisors Wealth Management LLC raised its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 4.7% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 53,495 shares of the company’s stock after purchasing an additional 2,399 shares during the period. Vanguard Small-Cap Value ETF accounts for approximately 2.1% of Capital Advisors Wealth Management LLC’s holdings, making the stock its 14th biggest holding. Capital Advisors Wealth Management LLC’s holdings in Vanguard Small-Cap Value ETF were worth $10,265,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. CGN Advisors LLC raised its holdings in Vanguard Small-Cap Value ETF by 1.8% during the 1st quarter. CGN Advisors LLC now owns 28,296 shares of the company’s stock worth $5,429,000 after buying an additional 487 shares during the period. Whitaker Myers Wealth Managers LTD. increased its holdings in Vanguard Small-Cap Value ETF by 16.9% during the 1st quarter. Whitaker Myers Wealth Managers LTD. now owns 62,825 shares of the company’s stock worth $12,055,000 after purchasing an additional 9,086 shares in the last quarter. Harbor Investment Advisory LLC boosted its holdings in Vanguard Small-Cap Value ETF by 90.1% during the first quarter. Harbor Investment Advisory LLC now owns 1,783 shares of the company’s stock worth $342,000 after purchasing an additional 845 shares during the last quarter. Global Assets Advisory LLC bought a new stake in shares of Vanguard Small-Cap Value ETF during the 1st quarter worth approximately $43,511,000. Finally, Southland Equity Partners LLC grew its stake in shares of Vanguard Small-Cap Value ETF by 10.3% in the first quarter. Southland Equity Partners LLC now owns 1,319 shares of the company’s stock valued at $253,000 after buying an additional 123 shares in the last quarter.

Vanguard Small-Cap Value ETF Stock Performance

VBR traded down $1.22 during trading on Tuesday, reaching $183.39. 39,756 shares of the stock were exchanged, compared to its average volume of 497,750. The stock’s 50 day moving average price is $184.62 and its two-hundred day moving average price is $182.13. Vanguard Small-Cap Value ETF has a twelve month low of $148.75 and a twelve month high of $192.44. The stock has a market cap of $27.70 billion, a P/E ratio of 11.42 and a beta of 1.09.

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.