Brooklyn FI LLC Reduces Stake in Vanguard Small-Cap Value ETF $VBR

Brooklyn FI LLC lessened its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 2.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 79,749 shares of the company’s stock after selling 2,343 shares during the period. Vanguard Small-Cap Value ETF comprises 3.6% of Brooklyn FI LLC’s portfolio, making the stock its 6th largest holding. Brooklyn FI LLC owned about 0.05% of Vanguard Small-Cap Value ETF worth $16,890,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Osaic Holdings Inc. raised its holdings in shares of Vanguard Small-Cap Value ETF by 67.1% during the second quarter. Osaic Holdings Inc. now owns 812,288 shares of the company’s stock valued at $156,323,000 after purchasing an additional 326,129 shares during the last quarter. Corient Private Wealth LLC raised its holdings in shares of Vanguard Small-Cap Value ETF by 128.8% during the second quarter. Corient Private Wealth LLC now owns 505,618 shares of the company’s stock valued at $98,654,000 after purchasing an additional 284,655 shares during the last quarter. Bank of America Corp DE raised its holdings in shares of Vanguard Small-Cap Value ETF by 1.4% during the third quarter. Bank of America Corp DE now owns 15,438,804 shares of the company’s stock valued at $3,222,233,000 after purchasing an additional 209,142 shares during the last quarter. Waller Financial Planning Group Inc. raised its holdings in shares of Vanguard Small-Cap Value ETF by 3,765.9% during the fourth quarter. Waller Financial Planning Group Inc. now owns 147,254 shares of the company’s stock valued at $31,187,000 after purchasing an additional 143,445 shares during the last quarter. Finally, World Investment Advisors raised its holdings in shares of Vanguard Small-Cap Value ETF by 1,650.1% during the third quarter. World Investment Advisors now owns 131,710 shares of the company’s stock valued at $27,489,000 after purchasing an additional 124,184 shares during the last quarter.

Vanguard Small-Cap Value ETF Stock Up 0.1%

VBR opened at $219.67 on Wednesday. The firm has a 50 day moving average price of $223.69 and a 200-day moving average price of $216.12. Vanguard Small-Cap Value ETF has a twelve month low of $160.23 and a twelve month high of $235.48. The stock has a market capitalization of $32.87 billion, a price-to-earnings ratio of 14.99 and a beta of 1.03.

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.