IVC Wealth Advisors LLC Has $2.17 Million Holdings in Vanguard Small-Cap Value ETF $VBR

IVC Wealth Advisors LLC boosted its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 14.5% in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 11,108 shares of the company’s stock after acquiring an additional 1,405 shares during the quarter. Vanguard Small-Cap Value ETF accounts for about 1.1% of IVC Wealth Advisors LLC’s investment portfolio, making the stock its 17th largest holding. IVC Wealth Advisors LLC’s holdings in Vanguard Small-Cap Value ETF were worth $2,166,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of VBR. Park Avenue Securities LLC acquired a new stake in Vanguard Small-Cap Value ETF during the 2nd quarter worth about $78,434,000. SOA Wealth Advisors LLC. lifted its holdings in shares of Vanguard Small-Cap Value ETF by 2,222.0% during the 1st quarter. SOA Wealth Advisors LLC. now owns 382,521 shares of the company’s stock valued at $71,260,000 after buying an additional 366,047 shares during the last quarter. Aspiriant LLC lifted its holdings in shares of Vanguard Small-Cap Value ETF by 25.9% during the 1st quarter. Aspiriant LLC now owns 1,541,432 shares of the company’s stock valued at $287,152,000 after buying an additional 317,301 shares during the last quarter. Focus Partners Wealth lifted its holdings in shares of Vanguard Small-Cap Value ETF by 41.5% during the 1st quarter. Focus Partners Wealth now owns 667,709 shares of the company’s stock valued at $124,388,000 after buying an additional 195,694 shares during the last quarter. Finally, Wealthspire Advisors LLC lifted its holdings in shares of Vanguard Small-Cap Value ETF by 106.2% during the 1st quarter. Wealthspire Advisors LLC now owns 354,264 shares of the company’s stock valued at $65,996,000 after buying an additional 182,424 shares during the last quarter.

Vanguard Small-Cap Value ETF Price Performance

Shares of Vanguard Small-Cap Value ETF stock opened at $211.15 on Friday. The firm has a market cap of $31.78 billion, a price-to-earnings ratio of 14.99 and a beta of 1.15. Vanguard Small-Cap Value ETF has a 52-week low of $160.23 and a 52-week high of $219.01. The stock has a 50-day simple moving average of $206.17 and a 200-day simple moving average of $194.50.

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.