Bartlett & CO. Wealth Management LLC Decreases Stock Holdings in Vanguard Small-Cap Value ETF $VBR

Bartlett & CO. Wealth Management LLC lowered its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 3.4% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 68,260 shares of the company’s stock after selling 2,367 shares during the period. Bartlett & CO. Wealth Management LLC’s holdings in Vanguard Small-Cap Value ETF were worth $14,265,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the business. Blume Capital Management Inc. purchased a new position in shares of Vanguard Small-Cap Value ETF in the 2nd quarter valued at about $29,000. Traub Capital Management LLC acquired a new position in Vanguard Small-Cap Value ETF in the second quarter valued at approximately $30,000. Financial Gravity Companies Inc. purchased a new position in Vanguard Small-Cap Value ETF in the second quarter valued at approximately $33,000. Front Row Advisors LLC acquired a new stake in Vanguard Small-Cap Value ETF during the second quarter worth approximately $35,000. Finally, Heritage Wealth Advisors lifted its position in shares of Vanguard Small-Cap Value ETF by 190.5% during the 2nd quarter. Heritage Wealth Advisors now owns 183 shares of the company’s stock worth $36,000 after buying an additional 120 shares during the last quarter.

Vanguard Small-Cap Value ETF Trading Up 0.2%

Shares of Vanguard Small-Cap Value ETF stock opened at $215.25 on Friday. The company has a fifty day simple moving average of $208.82 and a 200-day simple moving average of $204.50. The stock has a market cap of $32.36 billion, a price-to-earnings ratio of 14.99 and a beta of 1.05. Vanguard Small-Cap Value ETF has a 12-month low of $160.23 and a 12-month high of $218.90.

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. The Fund attempts to replicate the target Index by investing all, or substantially all, of its assets in the stocks that make up the Index, holding each stock in approximately the same proportion as its weighting in the Index.