Quotient Wealth Partners LLC Reduces Stock Position in Vanguard Small-Cap Value ETF $VBR

Quotient Wealth Partners LLC lessened its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 5.0% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 10,862 shares of the company’s stock after selling 575 shares during the quarter. Quotient Wealth Partners LLC’s holdings in Vanguard Small-Cap Value ETF were worth $2,118,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in VBR. Brighton Jones LLC boosted its holdings in shares of Vanguard Small-Cap Value ETF by 1.9% during the 4th quarter. Brighton Jones LLC now owns 23,239 shares of the company’s stock valued at $4,605,000 after acquiring an additional 444 shares during the last quarter. GAMMA Investing LLC boosted its holdings in shares of Vanguard Small-Cap Value ETF by 18.4% in the first quarter. GAMMA Investing LLC now owns 560 shares of the company’s stock worth $104,000 after buying an additional 87 shares during the last quarter. Kingswood Wealth Advisors LLC boosted its holdings in shares of Vanguard Small-Cap Value ETF by 10.5% in the first quarter. Kingswood Wealth Advisors LLC now owns 3,996 shares of the company’s stock worth $745,000 after buying an additional 379 shares during the last quarter. Institute for Wealth Management LLC. boosted its holdings in shares of Vanguard Small-Cap Value ETF by 12.3% in the first quarter. Institute for Wealth Management LLC. now owns 6,098 shares of the company’s stock worth $1,136,000 after buying an additional 666 shares during the last quarter. Finally, Trifecta Capital Advisors LLC purchased a new position in shares of Vanguard Small-Cap Value ETF in the first quarter worth approximately $64,000.

Vanguard Small-Cap Value ETF Trading Up 0.3%

VBR opened at $205.71 on Friday. The company has a market cap of $30.93 billion, a price-to-earnings ratio of 14.99 and a beta of 1.15. The company’s 50 day moving average is $207.77 and its 200 day moving average is $195.70. Vanguard Small-Cap Value ETF has a 12-month low of $160.23 and a 12-month high of $219.01.

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.