CJM Wealth Advisers Ltd. Trims Stock Position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

CJM Wealth Advisers Ltd. decreased its holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 5.4% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 12,998 shares of the company’s stock after selling 735 shares during the quarter. Vanguard Small-Cap Value ETF makes up approximately 0.9% of CJM Wealth Advisers Ltd.’s holdings, making the stock its 12th largest holding. CJM Wealth Advisers Ltd.’s holdings in Vanguard Small-Cap Value ETF were worth $2,576,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds also recently modified their holdings of the stock. JPMorgan Chase & Co. grew its position in Vanguard Small-Cap Value ETF by 8.1% during the third quarter. JPMorgan Chase & Co. now owns 588,406 shares of the company’s stock valued at $118,140,000 after acquiring an additional 44,114 shares during the period. Diversified Portfolios Inc. grew its holdings in shares of Vanguard Small-Cap Value ETF by 1.5% during the 3rd quarter. Diversified Portfolios Inc. now owns 13,137 shares of the company’s stock worth $2,638,000 after purchasing an additional 200 shares during the period. Asset Management Group Inc. increased its position in Vanguard Small-Cap Value ETF by 2.4% during the 2nd quarter. Asset Management Group Inc. now owns 142,037 shares of the company’s stock worth $25,925,000 after purchasing an additional 3,308 shares in the last quarter. Global Retirement Partners LLC raised its holdings in Vanguard Small-Cap Value ETF by 4.8% in the third quarter. Global Retirement Partners LLC now owns 8,877 shares of the company’s stock valued at $1,782,000 after buying an additional 409 shares during the period. Finally, Smith Thornton Advisors LLC acquired a new position in Vanguard Small-Cap Value ETF during the second quarter valued at approximately $475,000.

Vanguard Small-Cap Value ETF Stock Down 0.0 %

VBR opened at $198.46 on Friday. The company has a 50 day moving average of $206.66 and a two-hundred day moving average of $198.19. Vanguard Small-Cap Value ETF has a 52-week low of $171.31 and a 52-week high of $219.01. The company has a market cap of $29.98 billion, a P/E ratio of 11.42 and a beta of 1.09.

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.