Core Wealth Partners LLC Makes New Investment in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Core Wealth Partners LLC bought a new stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 1,073 shares of the company’s stock, valued at approximately $206,000.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Cornerstone Wealth Management LLC raised its holdings in shares of Vanguard Small-Cap Value ETF by 1.5% during the 1st quarter. Cornerstone Wealth Management LLC now owns 46,933 shares of the company’s stock worth $9,005,000 after acquiring an additional 708 shares during the period. Kovack Advisors Inc. lifted its stake in Vanguard Small-Cap Value ETF by 11.3% during the first quarter. Kovack Advisors Inc. now owns 3,915 shares of the company’s stock worth $751,000 after purchasing an additional 396 shares in the last quarter. Mainsail Financial Group LLC boosted its position in shares of Vanguard Small-Cap Value ETF by 1.3% during the first quarter. Mainsail Financial Group LLC now owns 22,396 shares of the company’s stock worth $4,297,000 after buying an additional 283 shares during the period. Madrona Financial Services LLC acquired a new stake in shares of Vanguard Small-Cap Value ETF in the first quarter valued at $219,000. Finally, Brickley Wealth Management raised its holdings in shares of Vanguard Small-Cap Value ETF by 0.5% in the 1st quarter. Brickley Wealth Management now owns 117,294 shares of the company’s stock valued at $22,506,000 after buying an additional 532 shares during the period.

Vanguard Small-Cap Value ETF Trading Up 0.0 %

NYSEARCA:VBR traded up $0.05 during midday trading on Thursday, reaching $181.58. The company had a trading volume of 297,625 shares, compared to its average volume of 499,377. The stock’s fifty day simple moving average is $184.86 and its 200-day simple moving average is $182.44. Vanguard Small-Cap Value ETF has a 12-month low of $148.75 and a 12-month high of $192.44. The firm has a market capitalization of $27.43 billion, a price-to-earnings 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.