Vanguard Small-Cap Value ETF $VBR is Studio Investment Management LLC’s 6th Largest Position

Studio Investment Management LLC lowered its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 5.9% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 80,476 shares of the company’s stock after selling 5,022 shares during the period. Vanguard Small-Cap Value ETF comprises approximately 3.1% of Studio Investment Management LLC’s holdings, making the stock its 6th largest position. Studio Investment Management LLC’s holdings in Vanguard Small-Cap Value ETF were worth $17,044,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in VBR. Corient Private Wealth LLC lifted its stake in Vanguard Small-Cap Value ETF by 128.8% in the second quarter. Corient Private Wealth LLC now owns 505,618 shares of the company’s stock valued at $98,654,000 after buying an additional 284,655 shares during the last quarter. Bank of America Corp DE lifted its stake in Vanguard Small-Cap Value ETF by 1.4% in the third quarter. Bank of America Corp DE now owns 15,438,804 shares of the company’s stock valued at $3,222,233,000 after buying an additional 209,142 shares during the last quarter. Waller Financial Planning Group Inc. lifted its stake in Vanguard Small-Cap Value ETF by 3,765.9% in the fourth quarter. Waller Financial Planning Group Inc. now owns 147,254 shares of the company’s stock valued at $31,187,000 after buying an additional 143,445 shares during the last quarter. Grove Street Fiduciary LLC purchased a new stake in Vanguard Small-Cap Value ETF in the fourth quarter valued at approximately $29,968,000. Finally, CWM LLC lifted its stake in Vanguard Small-Cap Value ETF by 227.4% in the fourth quarter. CWM LLC now owns 173,948 shares of the company’s stock valued at $36,840,000 after buying an additional 120,819 shares during the last quarter.

Vanguard Small-Cap Value ETF Trading Up 1.1%

Shares of NYSEARCA VBR opened at $235.29 on Wednesday. Vanguard Small-Cap Value ETF has a twelve month low of $186.03 and a twelve month high of $235.68. The stock has a 50 day moving average of $225.79 and a two-hundred day moving average of $221.32. The stock has a market cap of $35.27 billion, a P/E ratio of 14.99 and a beta of 0.97.

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.