Opal Wealth Advisors LLC Raises Holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Opal Wealth Advisors LLC grew its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 8.0% in the 3rd quarter, HoldingsChannel reports. The firm owned 121,388 shares of the company’s stock after acquiring an additional 9,028 shares during the quarter. Vanguard Small-Cap Value ETF accounts for approximately 7.6% of Opal Wealth Advisors LLC’s investment portfolio, making the stock its 3rd biggest holding. Opal Wealth Advisors LLC’s holdings in Vanguard Small-Cap Value ETF were worth $24,372,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Gibson Capital LLC raised its holdings in Vanguard Small-Cap Value ETF by 1.9% during the 2nd quarter. Gibson Capital LLC now owns 2,956 shares of the company’s stock valued at $540,000 after acquiring an additional 54 shares during the period. Diversified LLC raised its holdings in shares of Vanguard Small-Cap Value ETF by 1.8% in the 1st quarter. Diversified LLC now owns 3,084 shares of the company’s stock valued at $592,000 after acquiring an additional 55 shares in the last quarter. Silver Oak Advisory Group Inc. increased its holdings in shares of Vanguard Small-Cap Value ETF by 1.9% in the 2nd quarter. Silver Oak Advisory Group Inc. now owns 2,951 shares of the company’s stock worth $538,000 after buying an additional 55 shares during the last quarter. Versant Capital Management Inc raised its stake in shares of Vanguard Small-Cap Value ETF by 2.4% during the second quarter. Versant Capital Management Inc now owns 2,576 shares of the company’s stock worth $470,000 after acquiring an additional 60 shares in the last quarter. Finally, Abound Wealth Management boosted its position in Vanguard Small-Cap Value ETF by 28.2% during the second quarter. Abound Wealth Management now owns 282 shares of the company’s stock valued at $51,000 after buying an additional 62 shares during the period.

Vanguard Small-Cap Value ETF Stock Up 0.1 %

Shares of Vanguard Small-Cap Value ETF stock opened at $202.39 on Wednesday. The firm has a market cap of $30.57 billion, a PE ratio of 11.42 and a beta of 1.09. Vanguard Small-Cap Value ETF has a 12-month low of $148.75 and a 12-month high of $204.77. The company’s fifty day simple moving average is $195.41 and its two-hundred day simple moving average is $189.31.

Vanguard Small-Cap Value ETF 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.