Baker Tilly Wealth Management LLC Sells 9,937 Shares of Vanguard Small-Cap Value ETF $VBR

Baker Tilly Wealth Management LLC lowered its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 52.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,085 shares of the company’s stock after selling 9,937 shares during the quarter. Baker Tilly Wealth Management LLC’s holdings in Vanguard Small-Cap Value ETF were worth $1,924,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also bought and sold shares of the business. Osaic Holdings Inc. lifted its holdings in shares of Vanguard Small-Cap Value ETF by 67.1% in the 2nd quarter. Osaic Holdings Inc. now owns 812,288 shares of the company’s stock worth $156,323,000 after acquiring an additional 326,129 shares during the last quarter. Corient Private Wealth LLC grew its holdings in shares of Vanguard Small-Cap Value ETF by 128.8% during the 2nd 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 grew its holdings in shares of Vanguard Small-Cap Value ETF by 1.4% during the 3rd 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. World Investment Advisors raised its position in Vanguard Small-Cap Value ETF by 1,650.1% in the 3rd quarter. World Investment Advisors now owns 131,710 shares of the company’s stock worth $27,489,000 after purchasing an additional 124,184 shares during the period. Finally, Balance Wealth LLC purchased a new position in Vanguard Small-Cap Value ETF in the 3rd quarter worth $20,957,000.

Vanguard Small-Cap Value ETF Stock Down 1.9%

Vanguard Small-Cap Value ETF stock opened at $212.17 on Monday. The firm has a fifty day simple moving average of $225.36 and a two-hundred day simple moving average of $215.51. Vanguard Small-Cap Value ETF has a twelve month low of $160.23 and a twelve month high of $235.48. The company has a market capitalization of $32.27 billion, a PE ratio of 14.99 and a beta of 1.05.

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.