Alhambra Investment Management LLC Has $4.10 Million Stake in Vanguard Small-Cap Value ETF $VBR

Alhambra Investment Management LLC lessened its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 57.2% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 21,000 shares of the company’s stock after selling 28,014 shares during the period. Vanguard Small-Cap Value ETF makes up about 2.0% of Alhambra Investment Management LLC’s investment portfolio, making the stock its 10th largest holding. Alhambra Investment Management LLC’s holdings in Vanguard Small-Cap Value ETF were worth $4,095,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Leeward Financial Partners LLC boosted its stake in Vanguard Small-Cap Value ETF by 2.7% during the 1st quarter. Leeward Financial Partners LLC now owns 36,935 shares of the company’s stock valued at $6,881,000 after purchasing an additional 969 shares during the last quarter. Vontobel Holding Ltd. purchased a new stake in Vanguard Small-Cap Value ETF during the 1st quarter valued at $385,000. GAMMA Investing LLC boosted its stake in Vanguard Small-Cap Value ETF by 18.4% during the 1st quarter. GAMMA Investing LLC now owns 560 shares of the company’s stock valued at $104,000 after purchasing an additional 87 shares during the last quarter. IFG Advisory LLC boosted its stake in shares of Vanguard Small-Cap Value ETF by 6.0% in the 1st quarter. IFG Advisory LLC now owns 15,530 shares of the company’s stock worth $2,893,000 after buying an additional 881 shares during the last quarter. Finally, Dynamic Advisor Solutions LLC purchased a new position in shares of Vanguard Small-Cap Value ETF in the 1st quarter worth $1,228,000.

Vanguard Small-Cap Value ETF Price Performance

VBR stock opened at $210.10 on Wednesday. The company has a market cap of $31.66 billion, a P/E ratio of 14.99 and a beta of 1.15. Vanguard Small-Cap Value ETF has a 1 year low of $160.23 and a 1 year high of $219.01. The stock’s fifty day moving average price is $204.95 and its 200-day moving average price is $193.29.

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.