Iron Horse Wealth Management LLC Sells 55 Shares of Vanguard Small-Cap Value ETF $VBR

Iron Horse Wealth Management LLC reduced its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 0.6% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 9,784 shares of the company’s stock after selling 55 shares during the quarter. Vanguard Small-Cap Value ETF accounts for approximately 0.6% of Iron Horse Wealth Management LLC’s investment portfolio, making the stock its 17th biggest holding. Iron Horse Wealth Management LLC’s holdings in Vanguard Small-Cap Value ETF were worth $1,908,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of VBR. Brighton Jones LLC increased its holdings in shares of Vanguard Small-Cap Value ETF by 1.9% in the fourth quarter. Brighton Jones LLC now owns 23,239 shares of the company’s stock valued at $4,605,000 after purchasing an additional 444 shares during the last quarter. NBC Securities Inc. acquired a new position in shares of Vanguard Small-Cap Value ETF in the first quarter valued at $184,000. Ehrlich Financial Group acquired a new position in shares of Vanguard Small-Cap Value ETF in the first quarter valued at $207,000. Chemistry Wealth Management LLC increased its holdings in shares of Vanguard Small-Cap Value ETF by 0.8% in the first quarter. Chemistry Wealth Management LLC now owns 26,528 shares of the company’s stock valued at $4,942,000 after purchasing an additional 203 shares during the last quarter. Finally, Paragon Financial Partners Inc. increased its holdings in shares of Vanguard Small-Cap Value ETF by 14.1% in the first quarter. Paragon Financial Partners Inc. now owns 1,261 shares of the company’s stock valued at $235,000 after purchasing an additional 156 shares during the last quarter.

Vanguard Small-Cap Value ETF Price Performance

NYSEARCA:VBR opened at $211.15 on Friday. Vanguard Small-Cap Value ETF has a one year low of $160.23 and a one year high of $219.01. The company has a market cap of $31.78 billion, a P/E ratio of 14.99 and a beta of 1.15. The firm’s fifty day moving average price is $206.17 and its two-hundred day moving average price is $194.50.

About Vanguard Small-Cap Value ETF

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.