Vestia Personal Wealth Advisors Cuts Stock Holdings in Vanguard Small-Cap Value ETF $VBR

Vestia Personal Wealth Advisors decreased its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 3.7% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,469 shares of the company’s stock after selling 56 shares during the quarter. Vestia Personal Wealth Advisors’ holdings in Vanguard Small-Cap Value ETF were worth $287,000 at the end of the most recent reporting period.

A number of other large investors also recently made changes to their positions in the company. Leeward Financial Partners LLC boosted its stake in shares of Vanguard Small-Cap Value ETF by 2.7% in the 1st quarter. Leeward Financial Partners LLC now owns 36,935 shares of the company’s stock worth $6,881,000 after buying an additional 969 shares during the last quarter. Vontobel Holding Ltd. bought a new stake in Vanguard Small-Cap Value ETF during the first quarter worth $385,000. GAMMA Investing LLC lifted its holdings in Vanguard Small-Cap Value ETF by 18.4% during the first quarter. GAMMA Investing LLC now owns 560 shares of the company’s stock worth $104,000 after acquiring an additional 87 shares during the period. IFG Advisory LLC boosted its position in Vanguard Small-Cap Value ETF by 6.0% in the first quarter. IFG Advisory LLC now owns 15,530 shares of the company’s stock worth $2,893,000 after purchasing an additional 881 shares during the last quarter. Finally, Dynamic Advisor Solutions LLC bought a new position in Vanguard Small-Cap Value ETF in the 1st quarter valued at $1,228,000.

Vanguard Small-Cap Value ETF Price Performance

Shares of Vanguard Small-Cap Value ETF stock opened at $209.39 on Friday. The firm has a market cap of $31.56 billion, a PE 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 stock has a fifty day moving average price of $205.47 and a 200-day moving average price of $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.