Vanguard Small-Cap Value ETF $VBR Position Trimmed by Waldron Private Wealth LLC

Waldron Private Wealth LLC lowered its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 8.4% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 132,554 shares of the company’s stock after selling 12,135 shares during the quarter. Vanguard Small-Cap Value ETF comprises about 1.1% of Waldron Private Wealth LLC’s portfolio, making the stock its 17th largest position. Waldron Private Wealth LLC’s holdings in Vanguard Small-Cap Value ETF were worth $30,624,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in VBR. McMill Wealth Management boosted its stake in shares of Vanguard Small-Cap Value ETF by 23,929.0% during the 2nd quarter. McMill Wealth Management now owns 605,531 shares of the company’s stock worth $147,138,000 after purchasing an additional 603,011 shares during the period. Everhart Financial Group Inc. raised its position in Vanguard Small-Cap Value ETF by 352.8% in the 2nd quarter. Everhart Financial Group Inc. now owns 255,385 shares of the company’s stock worth $62,056,000 after purchasing an additional 198,989 shares during the period. Fifth Third Bancorp lifted its stake in Vanguard Small-Cap Value ETF by 164.6% in the first quarter. Fifth Third Bancorp now owns 223,342 shares of the company’s stock worth $48,521,000 after purchasing an additional 138,931 shares during the last quarter. TrueWealth Financial Partners bought a new stake in Vanguard Small-Cap Value ETF in the first quarter worth about $20,575,000. Finally, Shakespeare Wealth Management LLC bought a new stake in Vanguard Small-Cap Value ETF in the third quarter worth about $20,180,000.

Vanguard Small-Cap Value ETF Price Performance

Shares of NYSEARCA:VBR traded down $0.08 during trading hours on Friday, hitting $241.86. 393,493 shares of the company’s stock traded hands, compared to its average volume of 314,827. Vanguard Small-Cap Value ETF has a 1 year low of $198.76 and a 1 year high of $251.85. The business has a fifty day moving average price of $239.46 and a 200-day moving average price of $235.05. The firm has a market capitalization of $36.83 billion, a P/E ratio of 14.99 and a beta of 0.97.

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.