Page 32 - Small Cap Value News Today

Fueled by the ‘Magnificent Seven’ stocks, growth funds take the lead.

Heres a look ahead at what might come along next year.

Courier Capital LLC grew its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 0.4% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 37,252 shares of the company’s stock after acquiring an additional 157 shares during the […]

BCS Wealth Management acquired a new stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund acquired 6,094 shares of the company’s stock, valued at approximately $972,000. A number of other institutional investors also […]

Avidian Wealth Solutions LLC reduced its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 12.3% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 41,278 shares of the company’s stock after selling 5,790 shares during the period. Avidian Wealth Solutions LLC’s holdings in Vanguard Small-Cap […]

Sage Financial Management Group Inc. acquired a new stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor acquired 1,334 shares of the company’s stock, valued at approximately $213,000. A number of other institutional investors also […]

Market Street Wealth Management Advisors LLC lowered its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 2.6% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 10,165 shares of the company’s stock after selling 271 shares […]

We see opportunities in both stocks and bonds in the year ahead.

Mayport LLC increased its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 11.4% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 22,769 shares of the company’s stock after purchasing an additional 2,334 shares during the period. […]

Soundmark Wealth Management LLC trimmed its holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 5.1% in the third quarter, Holdings Channel.com reports. The institutional investor owned 3,938 shares of the company’s stock after selling 211 shares during the quarter. Soundmark Wealth Management LLC’s holdings in Vanguard Small-Cap Value ETF were worth $628,000 […]