Willner & Heller LLC Lowers Stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Willner & Heller LLC lessened its holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 5.0% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 4,109 shares of the company’s stock after selling 217 shares during the quarter. Willner & Heller LLC’s holdings in Vanguard Small-Cap Value ETF were worth $814,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also made changes to their positions in VBR. Financial Freedom LLC boosted its stake in Vanguard Small-Cap Value ETF by 0.6% in the 4th quarter. Financial Freedom LLC now owns 13,629 shares of the company’s stock worth $2,701,000 after purchasing an additional 80 shares in the last quarter. Diversify Wealth Management LLC lifted its stake in shares of Vanguard Small-Cap Value ETF by 0.6% in the fourth quarter. Diversify Wealth Management LLC now owns 15,301 shares of the company’s stock worth $2,987,000 after buying an additional 88 shares in the last quarter. City Holding Co. grew its holdings in shares of Vanguard Small-Cap Value ETF by 2.4% during the fourth quarter. City Holding Co. now owns 4,413 shares of the company’s stock valued at $875,000 after buying an additional 103 shares during the last quarter. RoundAngle Advisors LLC bought a new stake in shares of Vanguard Small-Cap Value ETF during the fourth quarter valued at approximately $2,118,000. Finally, Annex Advisory Services LLC purchased a new position in Vanguard Small-Cap Value ETF in the 4th quarter worth approximately $205,000.

Vanguard Small-Cap Value ETF Trading Up 0.5 %

Shares of VBR opened at $204.61 on Monday. The company has a market cap of $30.91 billion, a price-to-earnings ratio of 11.42 and a beta of 1.09. The business’s fifty day simple moving average is $206.02 and its two-hundred day simple moving average is $199.19. Vanguard Small-Cap Value ETF has a 12 month low of $171.81 and a 12 month high of $219.01.

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.