Cresset Asset Management LLC Boosts Stock Position in Vanguard Small-Cap Value ETF $VBR

Cresset Asset Management LLC lifted its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 2.9% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 323,701 shares of the company’s stock after purchasing an additional 9,161 shares during the period. Cresset Asset Management LLC’s holdings in Vanguard Small-Cap Value ETF were worth $67,860,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently made changes to their positions in VBR. World Equity Group Inc. grew its position in shares of Vanguard Small-Cap Value ETF by 4.4% during the 3rd quarter. World Equity Group Inc. now owns 1,151 shares of the company’s stock valued at $240,000 after acquiring an additional 48 shares during the period. Arbor Investment Advisors LLC grew its holdings in Vanguard Small-Cap Value ETF by 0.9% during the third quarter. Arbor Investment Advisors LLC now owns 6,449 shares of the company’s stock valued at $1,346,000 after purchasing an additional 55 shares during the period. IHT Wealth Management LLC grew its holdings in Vanguard Small-Cap Value ETF by 0.3% during the second quarter. IHT Wealth Management LLC now owns 22,535 shares of the company’s stock valued at $4,395,000 after purchasing an additional 57 shares during the period. Addison Advisors LLC increased its position in Vanguard Small-Cap Value ETF by 7.9% in the second quarter. Addison Advisors LLC now owns 790 shares of the company’s stock worth $154,000 after buying an additional 58 shares during the last quarter. Finally, Conrad Siegel Investment Advisors Inc. raised its stake in shares of Vanguard Small-Cap Value ETF by 1.3% in the third quarter. Conrad Siegel Investment Advisors Inc. now owns 4,395 shares of the company’s stock valued at $917,000 after buying an additional 58 shares during the period.

Vanguard Small-Cap Value ETF Stock Performance

VBR stock opened at $227.25 on Wednesday. The company has a market capitalization of $34.56 billion, a price-to-earnings ratio of 14.99 and a beta of 1.05. Vanguard Small-Cap Value ETF has a fifty-two week low of $160.23 and a fifty-two week high of $235.48. The stock has a fifty day moving average of $224.67 and a 200-day moving average of $214.42.

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. The Fund attempts to replicate the target Index by investing all, or substantially all, of its assets in the stocks that make up the Index, holding each stock in approximately the same proportion as its weighting in the Index.