Vanguard Small-Cap Value ETF $VBR Shares Sold by Rockbridge Investment Management LCC

Rockbridge Investment Management LCC lessened its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 14.1% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 20,374 shares of the company’s stock after selling 3,338 shares during the period. Vanguard Small-Cap Value ETF comprises 0.4% of Rockbridge Investment Management LCC’s investment portfolio, making the stock its 27th biggest position. Rockbridge Investment Management LCC’s holdings in Vanguard Small-Cap Value ETF were worth $4,315,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also modified their holdings of VBR. Klingman & Associates LLC raised its holdings in Vanguard Small-Cap Value ETF by 106.6% in the 4th quarter. Klingman & Associates LLC now owns 8,030 shares of the company’s stock worth $1,701,000 after purchasing an additional 4,144 shares during the period. Asempa Wealth Advisors acquired a new position in Vanguard Small-Cap Value ETF in the 4th quarter worth about $1,012,000. Atria Investments Inc raised its holdings in Vanguard Small-Cap Value ETF by 2.9% in the 3rd quarter. Atria Investments Inc now owns 106,136 shares of the company’s stock worth $22,152,000 after purchasing an additional 3,006 shares during the period. Arlington Financial Advisors LLC acquired a new position in Vanguard Small-Cap Value ETF in the 4th quarter worth about $2,219,000. Finally, Envestnet Portfolio Solutions Inc. raised its holdings in Vanguard Small-Cap Value ETF by 87.0% in the 3rd quarter. Envestnet Portfolio Solutions Inc. now owns 6,145 shares of the company’s stock worth $1,283,000 after purchasing an additional 2,859 shares during the period.

Vanguard Small-Cap Value ETF Trading Down 0.4%

NYSEARCA VBR opened at $231.15 on Wednesday. The stock has a market capitalization of $34.65 billion, a price-to-earnings ratio of 14.99 and a beta of 0.97. Vanguard Small-Cap Value ETF has a twelve month low of $184.56 and a twelve month high of $235.68. The stock has a 50-day moving average of $224.16 and a 200 day moving average of $219.71.

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. The Fund attempts to replicate the target Index by investing all, or substantially all, of its assets in the stocks that make up the Index, holding each stock in approximately the same proportion as its weighting in the Index.