Exencial Wealth Advisors LLC Cuts Stock Holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Exencial Wealth Advisors LLC lowered its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 7.6% during the 3rd quarter, Holdings Channel reports. The fund owned 277,892 shares of the company’s stock after selling 22,922 shares during the period. Vanguard Small-Cap Value ETF makes up 2.0% of Exencial Wealth Advisors LLC’s portfolio, making the stock its 4th largest holding. Exencial Wealth Advisors LLC’s holdings in Vanguard Small-Cap Value ETF were worth $55,795,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also added to or reduced their stakes in VBR. Werba Rubin Papier Wealth Management lifted its holdings in shares of Vanguard Small-Cap Value ETF by 16.8% in the second quarter. Werba Rubin Papier Wealth Management now owns 17,933 shares of the company’s stock valued at $3,273,000 after purchasing an additional 2,575 shares in the last quarter. Asset Management Group Inc. lifted its holdings in shares of Vanguard Small-Cap Value ETF by 2.4% in the second quarter. Asset Management Group Inc. now owns 142,037 shares of the company’s stock valued at $25,925,000 after purchasing an additional 3,308 shares in the last quarter. Oppenheimer & Co. Inc. lifted its holdings in shares of Vanguard Small-Cap Value ETF by 4.3% in the first quarter. Oppenheimer & Co. Inc. now owns 5,254 shares of the company’s stock valued at $1,008,000 after purchasing an additional 215 shares in the last quarter. Parsons Capital Management Inc. RI lifted its holdings in shares of Vanguard Small-Cap Value ETF by 5.5% in the second quarter. Parsons Capital Management Inc. RI now owns 6,809 shares of the company’s stock valued at $1,243,000 after purchasing an additional 354 shares in the last quarter. Finally, B. Riley Wealth Advisors Inc. lifted its holdings in shares of Vanguard Small-Cap Value ETF by 15.7% in the first quarter. B. Riley Wealth Advisors Inc. now owns 39,914 shares of the company’s stock valued at $7,659,000 after purchasing an additional 5,402 shares in the last quarter.

Vanguard Small-Cap Value ETF Stock Up 4.5 %

VBR stock opened at $211.56 on Thursday. Vanguard Small-Cap Value ETF has a twelve month low of $154.40 and a twelve month high of $211.74. The stock’s 50 day moving average is $198.79 and its 200-day moving average is $191.27. The firm has a market capitalization of $31.96 billion, a PE ratio of 11.42 and a beta of 1.09.

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.