Walkner Condon Financial Advisors LLC Sells 2,700 Shares of Vanguard Small-Cap Value ETF $VBR

Walkner Condon Financial Advisors LLC reduced its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 22.0% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 9,553 shares of the company’s stock after selling 2,700 shares during the period. Walkner Condon Financial Advisors LLC’s holdings in Vanguard Small-Cap Value ETF were worth $1,863,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in VBR. Park Avenue Securities LLC bought a new position in shares of Vanguard Small-Cap Value ETF in the second quarter worth about $78,434,000. Focus Partners Wealth boosted its position in shares of Vanguard Small-Cap Value ETF by 41.5% in the first quarter. Focus Partners Wealth now owns 667,709 shares of the company’s stock worth $124,388,000 after purchasing an additional 195,694 shares during the period. Assetmark Inc. boosted its holdings in Vanguard Small-Cap Value ETF by 4.4% in the 2nd quarter. Assetmark Inc. now owns 4,360,477 shares of the company’s stock worth $850,337,000 after buying an additional 185,712 shares during the period. Wealthspire Advisors LLC increased its stake in Vanguard Small-Cap Value ETF by 106.2% in the 1st quarter. Wealthspire Advisors LLC now owns 354,264 shares of the company’s stock worth $65,996,000 after buying an additional 182,424 shares in the last quarter. Finally, Wealth Enhancement Advisory Services LLC raised its holdings in Vanguard Small-Cap Value ETF by 47.0% during the second quarter. Wealth Enhancement Advisory Services LLC now owns 480,301 shares of the company’s stock valued at $96,886,000 after acquiring an additional 153,529 shares during the period.

Vanguard Small-Cap Value ETF Price Performance

VBR stock opened at $203.78 on Friday. Vanguard Small-Cap Value ETF has a 1-year low of $160.23 and a 1-year high of $219.01. The business has a 50 day simple moving average of $208.43 and a two-hundred day simple moving average of $199.27. The company has a market capitalization of $30.64 billion, a price-to-earnings 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.