Vanguard Small-Cap Value ETF (NYSEARCA:VBR) Shares Sold by Lutz Financial Services LLC

Lutz Financial Services LLC decreased its holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 0.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 24,612 shares of the company’s stock after selling 146 shares during the period. Lutz Financial Services LLC’s holdings in Vanguard Small-Cap Value ETF were worth $4,878,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also modified their holdings of the business. Assetmark Inc. grew its stake in shares of Vanguard Small-Cap Value ETF by 3.8% in the third quarter. Assetmark Inc. now owns 3,817,544 shares of the company’s stock worth $766,487,000 after acquiring an additional 139,196 shares in the last quarter. Captrust Financial Advisors grew its stake in shares of Vanguard Small-Cap Value ETF by 655.6% during the third quarter. Captrust Financial Advisors now owns 1,548,368 shares of the company’s stock worth $310,881,000 after purchasing an additional 1,343,457 shares in the last quarter. World Investment Advisors LLC grew its stake in shares of Vanguard Small-Cap Value ETF by 24,002.3% during the third quarter. World Investment Advisors LLC now owns 1,373,829 shares of the company’s stock worth $275,837,000 after purchasing an additional 1,368,129 shares in the last quarter. LPL Financial LLC grew its stake in shares of Vanguard Small-Cap Value ETF by 7.0% during the third quarter. LPL Financial LLC now owns 1,230,640 shares of the company’s stock worth $247,088,000 after purchasing an additional 80,279 shares in the last quarter. Finally, Aspiriant LLC grew its stake in shares of Vanguard Small-Cap Value ETF by 42.1% during the fourth quarter. Aspiriant LLC now owns 1,224,131 shares of the company’s stock worth $242,598,000 after purchasing an additional 362,906 shares in the last quarter.

Vanguard Small-Cap Value ETF Trading Down 2.2 %

Shares of VBR stock opened at $197.69 on Friday. The firm has a fifty day moving average price of $202.13 and a 200 day moving average price of $201.52. The company has a market cap of $29.86 billion, a P/E ratio of 11.42 and a beta of 1.09. Vanguard Small-Cap Value ETF has a 12 month low of $177.15 and a 12 month high of $219.01.

About Vanguard Small-Cap Value ETF

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.