Vanguard Small-Cap Value ETF (VBR) Shares Bought by Regal Investment Advisors LLC

Regal Investment Advisors LLC grew its holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 13.4% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 4,955 shares of the company’s stock after acquiring an additional 587 shares during the period. Regal Investment Advisors LLC’s holdings in Vanguard Small-Cap Value ETF were worth $691,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also made changes to their positions in the company. Jones Financial Companies Lllp lifted its position in shares of Vanguard Small-Cap Value ETF by 6.7% in the second quarter. Jones Financial Companies Lllp now owns 8,356,642 shares of the company’s stock worth $1,135,082,000 after buying an additional 521,304 shares in the last quarter. Cornerstone Wealth Management LLC lifted its position in shares of Vanguard Small-Cap Value ETF by 13,795.5% in the second quarter. Cornerstone Wealth Management LLC now owns 7,513,139 shares of the company’s stock worth $55,193,000 after buying an additional 7,459,070 shares in the last quarter. Morgan Stanley lifted its position in shares of Vanguard Small-Cap Value ETF by 2.7% in the second quarter. Morgan Stanley now owns 2,337,604 shares of the company’s stock worth $317,424,000 after buying an additional 60,417 shares in the last quarter. PNC Financial Services Group Inc. lifted its position in shares of Vanguard Small-Cap Value ETF by 1.9% in the second quarter. PNC Financial Services Group Inc. now owns 1,406,871 shares of the company’s stock worth $191,038,000 after buying an additional 26,544 shares in the last quarter. Finally, Assetmark Inc. lifted its position in shares of Vanguard Small-Cap Value ETF by 10.7% in the second quarter. Assetmark Inc. now owns 974,499 shares of the company’s stock worth $132,327,000 after buying an additional 94,134 shares in the last quarter.

NYSEARCA:VBR opened at $130.57 on Friday. Vanguard Small-Cap Value ETF has a 12 month low of $122.57 and a 12 month high of $143.52.

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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.

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Institutional Ownership by Quarter for Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

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