Belpointe Asset Management LLC Sells 5,894 Shares of Vanguard Small-Cap Value ETF $VBR

Belpointe Asset Management LLC lowered its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 24.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 18,107 shares of the company’s stock after selling 5,894 shares during the period. Belpointe Asset Management LLC’s holdings in Vanguard Small-Cap Value ETF were worth $3,835,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Sterling Investment Counsel LLC bought a new position in shares of Vanguard Small-Cap Value ETF during the 4th quarter valued at about $338,000. Institute for Wealth Management LLC. lifted its holdings in shares of Vanguard Small-Cap Value ETF by 12.1% during the 4th quarter. Institute for Wealth Management LLC. now owns 23,298 shares of the company’s stock valued at $4,934,000 after purchasing an additional 2,519 shares in the last quarter. Seeds Investor LLC lifted its holdings in shares of Vanguard Small-Cap Value ETF by 0.9% during the 4th quarter. Seeds Investor LLC now owns 10,940 shares of the company’s stock valued at $2,317,000 after purchasing an additional 93 shares in the last quarter. Sage Financial Group Inc. lifted its holdings in shares of Vanguard Small-Cap Value ETF by 0.8% during the 4th quarter. Sage Financial Group Inc. now owns 46,643 shares of the company’s stock valued at $9,879,000 after purchasing an additional 375 shares in the last quarter. Finally, Wealth Enhancement Trust Services Inc. bought a new position in shares of Vanguard Small-Cap Value ETF during the 4th quarter valued at about $126,000.

Vanguard Small-Cap Value ETF Price Performance

NYSEARCA:VBR opened at $232.24 on Monday. Vanguard Small-Cap Value ETF has a fifty-two week low of $168.08 and a fifty-two week high of $235.48. The stock has a market capitalization of $34.82 billion, a PE ratio of 14.99 and a beta of 1.00. The business’s 50-day simple moving average is $223.91 and its 200-day simple moving average is $217.15.

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.