Schwallier Wealth Management LLC Lowers Stock Holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Schwallier Wealth Management LLC reduced its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 4.9% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 5,846 shares of the company’s stock after selling 298 shares during the period. Vanguard Small-Cap Value ETF accounts for about 0.9% of Schwallier Wealth Management LLC’s holdings, making the stock its 14th largest holding. Schwallier Wealth Management LLC’s holdings in Vanguard Small-Cap Value ETF were worth $1,159,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Lido Advisors LLC grew its position in shares of Vanguard Small-Cap Value ETF by 4.4% during the 4th quarter. Lido Advisors LLC now owns 6,401 shares of the company’s stock valued at $1,269,000 after buying an additional 269 shares during the last quarter. Northern Trust Corp raised its holdings in Vanguard Small-Cap Value ETF by 6.4% during the 4th quarter. Northern Trust Corp now owns 27,525 shares of the company’s stock worth $5,455,000 after buying an additional 1,663 shares during the period. Berger Financial Group Inc purchased a new stake in Vanguard Small-Cap Value ETF in the 4th quarter worth about $266,000. Gerber Kawasaki Wealth & Investment Management raised its holdings in shares of Vanguard Small-Cap Value ETF by 5.0% during the fourth quarter. Gerber Kawasaki Wealth & Investment Management now owns 1,689 shares of the company’s stock worth $335,000 after acquiring an additional 81 shares in the last quarter. Finally, Kovitz Investment Group Partners LLC increased its position in Vanguard Small-Cap Value ETF by 21.7% during the fourth quarter. Kovitz Investment Group Partners LLC now owns 61,827 shares of the company’s stock worth $12,253,000 after buying an additional 11,029 shares during the last quarter.

Vanguard Small-Cap Value ETF Price Performance

NYSEARCA:VBR opened at $179.91 on Tuesday. Vanguard Small-Cap Value ETF has a one year low of $160.23 and a one year high of $219.01. The stock has a market cap of $96.26 billion, a P/E ratio of 14.47 and a beta of 1.05. The company has a fifty day moving average price of $183.77 and a 200 day moving average price of $197.60.

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.