Leeward Financial Partners LLC Decreases Holdings in Vanguard Small-Cap Value ETF $VBR

Leeward Financial Partners LLC trimmed its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 19.5% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 31,191 shares of the company’s stock after selling 7,574 shares during the quarter. Vanguard Small-Cap Value ETF accounts for approximately 2.0% of Leeward Financial Partners LLC’s holdings, making the stock its 16th largest position. Leeward Financial Partners LLC’s holdings in Vanguard Small-Cap Value ETF were worth $6,776,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of VBR. Bank of America Corp DE grew its holdings in shares of Vanguard Small-Cap Value ETF by 3.6% in the fourth quarter. Bank of America Corp DE now owns 15,999,348 shares of the company’s stock worth $3,388,502,000 after acquiring an additional 560,544 shares during the period. Assetmark Inc. lifted its holdings in Vanguard Small-Cap Value ETF by 2.7% in the fourth quarter. Assetmark Inc. now owns 4,379,433 shares of the company’s stock valued at $927,520,000 after acquiring an additional 113,412 shares during the period. Valpey Financial Services LLC lifted its holdings in Vanguard Small-Cap Value ETF by 21,125.3% in the fourth quarter. Valpey Financial Services LLC now owns 4,270,098 shares of the company’s stock valued at $904,364,000 after acquiring an additional 4,249,980 shares during the period. Aspiriant LLC boosted its position in Vanguard Small-Cap Value ETF by 6.1% in the fourth quarter. Aspiriant LLC now owns 1,620,708 shares of the company’s stock worth $343,249,000 after purchasing an additional 93,408 shares during the last quarter. Finally, Sei Investments Co. boosted its position in Vanguard Small-Cap Value ETF by 1.8% in the third quarter. Sei Investments Co. now owns 1,452,261 shares of the company’s stock worth $303,097,000 after purchasing an additional 25,434 shares during the last quarter.

Vanguard Small-Cap Value ETF Stock Up 0.8%

Vanguard Small-Cap Value ETF stock opened at $240.50 on Thursday. The business has a 50-day simple moving average of $233.63 and a two-hundred day simple moving average of $225.78. The company has a market cap of $36.06 billion, a P/E ratio of 14.99 and a beta of 0.96. Vanguard Small-Cap Value ETF has a 52-week low of $192.55 and a 52-week high of $244.00.

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. 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.