1834 Investment Advisors Co. Has $1.37 Million Stake in Vanguard Small-Cap Value ETF $VBR

1834 Investment Advisors Co. lessened its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 2.7% during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 7,038 shares of the company’s stock after selling 198 shares during the period. 1834 Investment Advisors Co.’s holdings in Vanguard Small-Cap Value ETF were worth $1,373,000 at the end of the most recent reporting period.

Several other hedge funds also recently modified their holdings of VBR. Cove Private Wealth LLC lifted its position in shares of Vanguard Small-Cap Value ETF by 84.6% during the 2nd quarter. Cove Private Wealth LLC now owns 6,165 shares of the company’s stock valued at $1,202,000 after buying an additional 2,825 shares during the last quarter. Destiny Wealth Partners LLC raised its holdings in shares of Vanguard Small-Cap Value ETF by 138.2% in the 2nd quarter. Destiny Wealth Partners LLC now owns 3,194 shares of the company’s stock valued at $623,000 after acquiring an additional 1,853 shares in the last quarter. Evergreen Private Wealth LLC grew its stake in Vanguard Small-Cap Value ETF by 6.3% in the 2nd quarter. Evergreen Private Wealth LLC now owns 17,281 shares of the company’s stock worth $3,370,000 after buying an additional 1,027 shares in the last quarter. Beaumont Financial Advisors LLC bought a new stake in Vanguard Small-Cap Value ETF during the second quarter worth about $202,000. Finally, TCI Wealth Advisors Inc. boosted its stake in Vanguard Small-Cap Value ETF by 14.5% in the second quarter. TCI Wealth Advisors Inc. now owns 3,054 shares of the company’s stock worth $596,000 after buying an additional 387 shares in the last quarter.

Vanguard Small-Cap Value ETF Trading Up 1.0%

VBR opened at $209.39 on Friday. The company has a market cap of $31.56 billion, a P/E ratio of 14.99 and a beta of 1.15. Vanguard Small-Cap Value ETF has a 12 month low of $160.23 and a 12 month high of $219.01. The business’s 50-day moving average price is $205.47 and its 200-day moving average price is $193.69.

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.