November 10, 2019 at 9:15 pm

Vanguard Small-Cap Value ETF (NYSEARCA:VBR) Stock Position Raised by Towerpoint Wealth LLC

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Towerpoint Wealth LLC increased its holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 1.9% during the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 61,379 shares of the company’s stock after purchasing an additional 1,146 shares during the quarter. Vanguard Small-Cap Value ETF makes up about 5.4% of Towerpoint Wealth LLC’s investment portfolio, making the stock its 6th largest position. Towerpoint Wealth LLC’s holdings in Vanguard Small-Cap Value ETF were worth $7,909,000 as of its most recent SEC filing.

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Several other institutional investors have also added to or reduced their stakes in the stock. Benjamin F. Edwards & Company Inc. lifted its holdings in Vanguard Small-Cap Value ETF by 35.3% in the 3rd quarter. Benjamin F. Edwards & Company Inc. now owns 42,290 shares of the company’s stock valued at $5,449,000 after purchasing an additional 11,032 shares in the last quarter. Bishop & Co Investment Management LLC lifted its holdings in Vanguard Small-Cap Value ETF by 1.3% in the 3rd quarter. Bishop & Co Investment Management LLC now owns 74,512 shares of the company’s stock valued at $9,601,000 after purchasing an additional 948 shares in the last quarter. Aspiriant LLC lifted its holdings in Vanguard Small-Cap Value ETF by 14,903.9% in the 3rd quarter. Aspiriant LLC now owns 229,860 shares of the company’s stock valued at $29,661,000 after purchasing an additional 228,328 shares in the last quarter. Biltmore Capital Advisors LLC lifted its holdings in Vanguard Small-Cap Value ETF by 8.5% in the 3rd quarter. Biltmore Capital Advisors LLC now owns 47,538 shares of the company’s stock valued at $6,125,000 after purchasing an additional 3,721 shares in the last quarter. Finally, Summit Financial LLC lifted its holdings in Vanguard Small-Cap Value ETF by 14.5% in the 3rd quarter. Summit Financial LLC now owns 208,431 shares of the company’s stock valued at $24,386,000 after purchasing an additional 26,443 shares in the last quarter.

NYSEARCA:VBR traded up $0.23 on Friday, reaching $134.27. The stock had a trading volume of 200,690 shares, compared to its average volume of 289,566. The firm’s fifty day moving average is $129.32 and its two-hundred day moving average is $128.75. Vanguard Small-Cap Value ETF has a 12-month low of $107.57 and a 12-month high of $135.37.

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.

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Want to see what other hedge funds are holding VBR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Vanguard Small-Cap Value ETF (NYSEARCA:VBR).

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

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