Financial Synergies Wealth Advisors Inc. Sells 88 Shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Financial Synergies Wealth Advisors Inc. cut its holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 0.1% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 60,472 shares of the company’s stock after selling 88 shares during the period. Vanguard Small-Cap Value ETF makes up approximately 1.5% of Financial Synergies Wealth Advisors Inc.’s portfolio, making the stock its 15th biggest position. Financial Synergies Wealth Advisors Inc.’s holdings in Vanguard Small-Cap Value ETF were worth $11,984,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Consolidated Portfolio Review Corp increased its holdings in Vanguard Small-Cap Value ETF by 7.5% in the fourth quarter. Consolidated Portfolio Review Corp now owns 5,423 shares of the company’s stock worth $1,075,000 after purchasing an additional 380 shares in the last quarter. Telos Capital Management Inc. lifted its position in shares of Vanguard Small-Cap Value ETF by 1.6% during the 4th quarter. Telos Capital Management Inc. now owns 10,250 shares of the company’s stock valued at $2,031,000 after acquiring an additional 161 shares during the period. Financial Advocates Investment Management boosted its stake in Vanguard Small-Cap Value ETF by 7.5% during the fourth quarter. Financial Advocates Investment Management now owns 13,606 shares of the company’s stock worth $2,696,000 after acquiring an additional 949 shares in the last quarter. Bleakley Financial Group LLC grew its holdings in Vanguard Small-Cap Value ETF by 25.8% in the fourth quarter. Bleakley Financial Group LLC now owns 3,486 shares of the company’s stock worth $691,000 after purchasing an additional 716 shares during the period. Finally, Brandywine Oak Private Wealth LLC increased its stake in Vanguard Small-Cap Value ETF by 2.5% in the fourth quarter. Brandywine Oak Private Wealth LLC now owns 29,501 shares of the company’s stock valued at $5,847,000 after purchasing an additional 733 shares in the last quarter.

Vanguard Small-Cap Value ETF Trading Up 0.1 %

Shares of NYSEARCA VBR opened at $205.28 on Friday. The firm’s 50-day moving average price is $204.52 and its 200-day moving average price is $200.77. The firm has a market capitalization of $31.01 billion, a P/E ratio of 11.42 and a beta of 1.09. Vanguard Small-Cap Value ETF has a 1-year low of $174.19 and a 1-year high of $219.01.

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.