Rockbridge Investment Management LCC Sells 2,374 Shares of Vanguard Small-Cap Value ETF $VBR

Rockbridge Investment Management LCC trimmed its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 11.7% during the 1st quarter, HoldingsChannel reports. The fund owned 18,000 shares of the company’s stock after selling 2,374 shares during the quarter. Vanguard Small-Cap Value ETF makes up approximately 0.4% of Rockbridge Investment Management LCC’s investment portfolio, making the stock its 28th biggest holding. Rockbridge Investment Management LCC’s holdings in Vanguard Small-Cap Value ETF were worth $3,911,000 as of its most recent SEC filing.

A number of other hedge funds also recently modified their holdings of the company. Motiv8 Investments LLC acquired a new stake in Vanguard Small-Cap Value ETF during the fourth quarter worth $29,000. Birchbrook Inc. bought a new position in shares of Vanguard Small-Cap Value ETF during the fourth quarter valued at $30,000. Modus Advisors LLC bought a new position in Vanguard Small-Cap Value ETF during the 4th quarter valued at about $30,000. Toth Financial Advisory Corp bought a new position in shares of Vanguard Small-Cap Value ETF in the fourth quarter valued at approximately $36,000. Finally, Tower View Wealth Management LLC acquired a new position in Vanguard Small-Cap Value ETF in the first quarter worth $37,000.

Vanguard Small-Cap Value ETF Trading Up 0.9%

Shares of VBR stock opened at $244.24 on Friday. The firm has a market capitalization of $37.08 billion, a price-to-earnings ratio of 14.99 and a beta of 0.96. The firm’s 50 day moving average is $238.77 and its 200-day moving average is $230.05. Vanguard Small-Cap Value ETF has a 1 year low of $193.00 and a 1 year high of $246.87.

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. 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.