Kinetic Wealth Investment Advisors LLC Acquires Shares of 35,241 Vanguard Small-Cap Value ETF $VBR

Kinetic Wealth Investment Advisors LLC bought a new position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 35,241 shares of the company’s stock, valued at approximately $8,563,000. Vanguard Small-Cap Value ETF makes up approximately 4.0% of Kinetic Wealth Investment Advisors LLC’s portfolio, making the stock its 5th biggest holding.

Other institutional investors have also recently modified their holdings of the company. Valpey Financial Services LLC raised its position in shares of Vanguard Small-Cap Value ETF by 21,125.3% in the 4th quarter. Valpey Financial Services LLC now owns 4,270,098 shares of the company’s stock worth $904,364,000 after purchasing an additional 4,249,980 shares during the last quarter. McMill Wealth Management boosted its stake in Vanguard Small-Cap Value ETF by 23,929.0% in the 2nd quarter. McMill Wealth Management now owns 605,531 shares of the company’s stock worth $147,138,000 after purchasing an additional 603,011 shares in the last quarter. Bank of America Corp DE grew its position in Vanguard Small-Cap Value ETF by 3.6% during the 4th quarter. Bank of America Corp DE now owns 15,999,348 shares of the company’s stock valued at $3,388,502,000 after purchasing an additional 560,544 shares during the last quarter. Align Financial LLC purchased a new stake in Vanguard Small-Cap Value ETF during the 4th quarter valued at about $97,410,000. Finally, Focus Partners Wealth increased its stake in Vanguard Small-Cap Value ETF by 53.8% during the 4th quarter. Focus Partners Wealth now owns 849,534 shares of the company’s stock valued at $179,915,000 after purchasing an additional 297,074 shares in the last quarter.

Vanguard Small-Cap Value ETF Stock Performance

NYSEARCA:VBR opened at $247.11 on Tuesday. The firm has a market cap of $37.52 billion, a P/E ratio of 14.99 and a beta of 0.96. Vanguard Small-Cap Value ETF has a fifty-two week low of $198.76 and a fifty-two week high of $251.85. The firm has a 50-day simple moving average of $245.99 and a two-hundred day simple moving average of $235.00.

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.