Precedent Wealth Partners LLC Reduces Holdings in Vanguard Small-Cap Value ETF $VBR

Precedent Wealth Partners LLC decreased its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 8.1% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 2,635 shares of the company’s stock after selling 232 shares during the period. Precedent Wealth Partners LLC’s holdings in Vanguard Small-Cap Value ETF were worth $514,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. ORG Partners LLC increased its position in shares of Vanguard Small-Cap Value ETF by 3,180.0% in the 1st quarter. ORG Partners LLC now owns 164 shares of the company’s stock worth $31,000 after purchasing an additional 159 shares during the last quarter. Wayfinding Financial LLC bought a new stake in shares of Vanguard Small-Cap Value ETF in the 1st quarter worth about $35,000. Clearstead Trust LLC increased its position in shares of Vanguard Small-Cap Value ETF by 388.2% in the 1st quarter. Clearstead Trust LLC now owns 249 shares of the company’s stock worth $46,000 after purchasing an additional 198 shares during the last quarter. Retirement Wealth Solutions LLC bought a new stake in shares of Vanguard Small-Cap Value ETF in the 2nd quarter worth about $49,000. Finally, Financial Gravity Asset Management Inc. bought a new stake in shares of Vanguard Small-Cap Value ETF in the 1st quarter worth about $48,000.

Vanguard Small-Cap Value ETF Stock Performance

VBR opened at $211.15 on Friday. The company has a 50-day moving average of $206.17 and a 200-day moving average of $194.47. The company has a market capitalization of $31.78 billion, a P/E ratio of 14.99 and a beta of 1.15. Vanguard Small-Cap Value ETF has a 1-year low of $160.23 and a 1-year 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.