Perigon Wealth Management LLC Sells 593 Shares of Vanguard Small-Cap Value ETF $VBR

Perigon Wealth Management LLC lowered its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 2.5% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 23,383 shares of the company’s stock after selling 593 shares during the period. Perigon Wealth Management LLC’s holdings in Vanguard Small-Cap Value ETF were worth $4,560,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also modified their holdings of the company. ORG Partners LLC grew its holdings in shares of Vanguard Small-Cap Value ETF by 3,180.0% during the first quarter. ORG Partners LLC now owns 164 shares of the company’s stock worth $31,000 after purchasing an additional 159 shares during the last quarter. Wayfinding Financial LLC acquired a new position in Vanguard Small-Cap Value ETF during the 1st quarter worth about $35,000. Park Square Financial Group LLC bought a new stake in Vanguard Small-Cap Value ETF during the 4th quarter worth about $38,000. Clearstead Trust LLC increased its position in Vanguard Small-Cap Value ETF by 388.2% in the 1st quarter. Clearstead Trust LLC now owns 249 shares of the company’s stock valued at $46,000 after acquiring an additional 198 shares in the last quarter. Finally, Financial Gravity Asset Management Inc. acquired a new stake in Vanguard Small-Cap Value ETF in the 1st quarter valued at about $48,000.

Vanguard Small-Cap Value ETF Trading Down 0.9%

Shares of VBR stock opened at $207.22 on Friday. Vanguard Small-Cap Value ETF has a 1 year low of $160.23 and a 1 year high of $219.01. The firm’s 50 day moving average is $205.29 and its 200-day moving average is $193.53. The firm has a market capitalization of $31.23 billion, a price-to-earnings ratio of 14.99 and a beta of 1.15.

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.