Vanguard Small-Cap Value ETF $VBR Shares Sold by MJT & Associates Financial Advisory Group Inc.

MJT & Associates Financial Advisory Group Inc. lowered its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 1.0% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 5,552 shares of the company’s stock after selling 58 shares during the period. Vanguard Small-Cap Value ETF accounts for 1.4% of MJT & Associates Financial Advisory Group Inc.’s portfolio, making the stock its 9th largest holding. MJT & Associates Financial Advisory Group Inc.’s holdings in Vanguard Small-Cap Value ETF were worth $1,083,000 at the end of the most recent quarter.

A number of other large investors have also bought and sold shares of VBR. Park Avenue Securities LLC acquired a new stake in Vanguard Small-Cap Value ETF during the 2nd quarter valued at $78,434,000. SOA Wealth Advisors LLC. grew its holdings in shares of Vanguard Small-Cap Value ETF by 2,222.0% during the first quarter. SOA Wealth Advisors LLC. now owns 382,521 shares of the company’s stock worth $71,260,000 after purchasing an additional 366,047 shares during the last quarter. Aspiriant LLC grew its holdings in shares of Vanguard Small-Cap Value ETF by 25.9% during the first quarter. Aspiriant LLC now owns 1,541,432 shares of the company’s stock worth $287,152,000 after purchasing an additional 317,301 shares during the last quarter. Focus Partners Wealth increased its stake in shares of Vanguard Small-Cap Value ETF by 41.5% in the first quarter. Focus Partners Wealth now owns 667,709 shares of the company’s stock valued at $124,388,000 after buying an additional 195,694 shares in the last quarter. Finally, Wealthspire Advisors LLC raised its holdings in shares of Vanguard Small-Cap Value ETF by 106.2% in the first quarter. Wealthspire Advisors LLC now owns 354,264 shares of the company’s stock valued at $65,996,000 after buying an additional 182,424 shares during the last quarter.

Vanguard Small-Cap Value ETF Price Performance

VBR opened at $207.22 on Friday. The company’s 50 day simple moving average is $205.29 and its 200-day simple moving average is $193.53. The stock has a market capitalization of $31.23 billion, a P/E ratio of 14.99 and a beta of 1.15. Vanguard Small-Cap Value ETF has a one year low of $160.23 and a one year high of $219.01.

Vanguard Small-Cap Value ETF 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.