WealthShield Partners LLC Has $2.62 Million Holdings in Vanguard Small-Cap Value ETF $VBR

WealthShield Partners LLC lessened its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 30.9% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 10,795 shares of the company’s stock after selling 4,819 shares during the period. WealthShield Partners LLC’s holdings in Vanguard Small-Cap Value ETF were worth $2,623,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also modified their holdings of VBR. Bank of America Corp DE increased its position in Vanguard Small-Cap Value ETF by 3.6% during the 4th quarter. Bank of America Corp DE now owns 15,999,348 shares of the company’s stock worth $3,388,502,000 after purchasing an additional 560,544 shares in the last quarter. Valpey Financial Services LLC boosted its position in Vanguard Small-Cap Value ETF by 21,125.3% in the fourth quarter. Valpey Financial Services LLC now owns 4,270,098 shares of the company’s stock valued at $904,364,000 after buying an additional 4,249,980 shares in the last quarter. LPL Financial LLC boosted its position in Vanguard Small-Cap Value ETF by 0.6% in the fourth quarter. LPL Financial LLC now owns 1,438,715 shares of the company’s stock valued at $304,705,000 after buying an additional 8,609 shares in the last quarter. Captrust Financial Advisors grew its stake in shares of Vanguard Small-Cap Value ETF by 0.9% during the fourth quarter. Captrust Financial Advisors now owns 1,236,013 shares of the company’s stock worth $261,775,000 after buying an additional 11,525 shares during the last quarter. Finally, Cetera Investment Advisers grew its stake in shares of Vanguard Small-Cap Value ETF by 2.8% during the first quarter. Cetera Investment Advisers now owns 1,164,853 shares of the company’s stock worth $253,064,000 after buying an additional 31,607 shares during the last quarter.

Vanguard Small-Cap Value ETF Stock Performance

Shares of VBR opened at $249.18 on Friday. Vanguard Small-Cap Value ETF has a 52 week low of $198.76 and a 52 week high of $251.85. The stock has a market capitalization of $37.83 billion, a price-to-earnings ratio of 14.99 and a beta of 0.96. The stock has a fifty day moving average of $244.49 and a 200-day moving average of $233.64.

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. 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.