Presilium Private Wealth LLC Boosts Stock Position in Vanguard Small-Cap Value ETF $VBR

Presilium Private Wealth LLC raised its holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 3.0% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 79,186 shares of the company’s stock after buying an additional 2,318 shares during the period. Vanguard Small-Cap Value ETF comprises about 3.0% of Presilium Private Wealth LLC’s holdings, making the stock its 12th largest position. Presilium Private Wealth LLC’s holdings in Vanguard Small-Cap Value ETF were worth $17,203,000 at the end of the most recent quarter.

Other institutional investors also recently bought and sold shares of the company. Klingman & Associates LLC raised its stake in Vanguard Small-Cap Value ETF by 106.6% during the 4th quarter. Klingman & Associates LLC now owns 8,030 shares of the company’s stock worth $1,701,000 after acquiring an additional 4,144 shares in the last quarter. Asempa Wealth Advisors purchased a new position in shares of Vanguard Small-Cap Value ETF during the fourth quarter worth about $1,012,000. Arlington Financial Advisors LLC acquired a new stake in shares of Vanguard Small-Cap Value ETF during the fourth quarter worth about $2,219,000. Stephens Group Asset Management LLC increased its position in shares of Vanguard Small-Cap Value ETF by 0.7% during the fourth quarter. Stephens Group Asset Management LLC now owns 381,201 shares of the company’s stock worth $80,735,000 after purchasing an additional 2,676 shares in the last quarter. Finally, Clayton Financial Group LLC lifted its holdings in shares of Vanguard Small-Cap Value ETF by 28.9% in the 4th quarter. Clayton Financial Group LLC now owns 42,721 shares of the company’s stock valued at $9,048,000 after purchasing an additional 9,581 shares during the last quarter.

Vanguard Small-Cap Value ETF Stock Down 0.1%

Shares of NYSEARCA VBR opened at $238.57 on Wednesday. The business has a 50-day moving average price of $233.36 and a 200 day moving average price of $225.58. The stock has a market cap of $35.77 billion, a PE ratio of 14.99 and a beta of 0.96. Vanguard Small-Cap Value ETF has a 52-week low of $192.55 and a 52-week high of $244.00.

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. 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.