Golden State Wealth Management LLC Has $296,000 Stock Position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Golden State Wealth Management LLC lowered its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 4.3% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 1,588 shares of the company’s stock after selling 72 shares during the quarter. Golden State Wealth Management LLC’s holdings in Vanguard Small-Cap Value ETF were worth $296,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in the company. Confluence Wealth Services Inc. acquired a new stake in shares of Vanguard Small-Cap Value ETF in the 1st quarter valued at approximately $235,000. Monument Group Wealth Advisors LLC increased its stake in Vanguard Small-Cap Value ETF by 1.8% in the 1st quarter. Monument Group Wealth Advisors LLC now owns 5,826 shares of the company’s stock valued at $1,085,000 after buying an additional 101 shares during the last quarter. Jeppson Wealth Management LLC bought a new stake in Vanguard Small-Cap Value ETF during the first quarter worth about $279,000. Canvas Wealth Advisors LLC raised its position in Vanguard Small-Cap Value ETF by 129.8% during the first quarter. Canvas Wealth Advisors LLC now owns 4,028 shares of the company’s stock worth $702,000 after acquiring an additional 2,275 shares in the last quarter. Finally, Victrix Investment Advisors bought a new position in shares of Vanguard Small-Cap Value ETF during the 1st quarter worth approximately $299,000.

Vanguard Small-Cap Value ETF Trading Up 0.5%

Shares of NYSEARCA VBR opened at $201.72 on Friday. The firm has a market cap of $30.40 billion, a P/E ratio of 14.99 and a beta of 1.15. Vanguard Small-Cap Value ETF has a 1-year low of $160.23 and a 1-year high of $219.01. The business’s 50 day moving average is $190.33 and its 200-day moving average is $191.80.

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.