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

Bartlett & CO. Wealth Management LLC lowered its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 3.8% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 65,659 shares of the company’s stock after selling 2,601 shares during the quarter. Bartlett & CO. Wealth Management LLC’s holdings in Vanguard Small-Cap Value ETF were worth $13,906,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also modified their holdings of the stock. Bank of America Corp DE increased its holdings in Vanguard Small-Cap Value ETF by 1.4% in 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 buying an additional 209,142 shares during the last quarter. Aspiriant LLC increased its stake in Vanguard Small-Cap Value ETF by 6.1% in the fourth quarter. Aspiriant LLC now owns 1,620,708 shares of the company’s stock valued at $343,249,000 after purchasing an additional 93,408 shares during the last quarter. Sei Investments Co. increased its stake in Vanguard Small-Cap Value ETF by 1.8% in the third quarter. Sei Investments Co. now owns 1,452,261 shares of the company’s stock valued at $303,097,000 after purchasing an additional 25,434 shares during the last quarter. Captrust Financial Advisors increased its stake in Vanguard Small-Cap Value ETF by 7.7% in the third quarter. Captrust Financial Advisors now owns 1,224,488 shares of the company’s stock valued at $255,563,000 after purchasing an additional 87,902 shares during the last quarter. Finally, Raymond James Financial Inc. increased its stake in Vanguard Small-Cap Value ETF by 3.0% in the third quarter. Raymond James Financial Inc. now owns 951,299 shares of the company’s stock valued at $198,546,000 after purchasing an additional 27,419 shares during the last quarter.

Vanguard Small-Cap Value ETF Stock Down 0.6%

Shares of Vanguard Small-Cap Value ETF stock opened at $224.78 on Friday. The firm has a market capitalization of $33.70 billion, a P/E ratio of 14.99 and a beta of 1.00. Vanguard Small-Cap Value ETF has a 52 week low of $166.13 and a 52 week high of $235.48. The firm’s 50 day moving average is $223.81 and its two-hundred day moving average is $216.35.

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. 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.