Cornerstone Wealth Advisors Inc. Has $8.26 Million Stake in Vanguard Small-Cap Value ETF $VBR

Cornerstone Wealth Advisors Inc. trimmed its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 5.7% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 39,561 shares of the company’s stock after selling 2,405 shares during the period. Vanguard Small-Cap Value ETF comprises about 2.0% of Cornerstone Wealth Advisors Inc.’s portfolio, making the stock its 10th largest holding. Cornerstone Wealth Advisors Inc.’s holdings in Vanguard Small-Cap Value ETF were worth $8,257,000 at the end of the most recent quarter.

Several other large investors have also recently modified their holdings of the stock. Blume Capital Management Inc. purchased a new stake in Vanguard Small-Cap Value ETF during the 2nd quarter valued at about $29,000. Traub Capital Management LLC purchased a new position in Vanguard Small-Cap Value ETF in the 2nd quarter worth approximately $30,000. Financial Gravity Companies Inc. bought a new stake in Vanguard Small-Cap Value ETF in the second quarter valued at approximately $33,000. Front Row Advisors LLC purchased a new stake in shares of Vanguard Small-Cap Value ETF during the second quarter valued at approximately $35,000. Finally, Heritage Wealth Advisors grew its holdings in shares of Vanguard Small-Cap Value ETF by 190.5% in the second quarter. Heritage Wealth Advisors now owns 183 shares of the company’s stock worth $36,000 after purchasing an additional 120 shares during the last quarter.

Vanguard Small-Cap Value ETF Stock Down 0.4%

Shares of NYSEARCA VBR opened at $214.77 on Wednesday. Vanguard Small-Cap Value ETF has a 52 week low of $160.23 and a 52 week high of $218.90. The firm’s fifty day moving average is $209.18 and its 200 day moving average is $205.04. The company has a market cap of $32.29 billion, a price-to-earnings ratio of 14.99 and a beta of 1.05.

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.