McAdam LLC Trims Holdings in Vanguard Small-Cap Value ETF $VBR

McAdam LLC decreased its holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 0.8% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 126,938 shares of the company’s stock after selling 1,073 shares during the period. Vanguard Small-Cap Value ETF comprises approximately 1.5% of McAdam LLC’s holdings, making the stock its 12th largest holding. McAdam LLC’s holdings in Vanguard Small-Cap Value ETF were worth $23,647,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Russell Investments Group Ltd. grew its holdings in shares of Vanguard Small-Cap Value ETF by 3.0% during the 1st quarter. Russell Investments Group Ltd. now owns 1,832 shares of the company’s stock worth $341,000 after purchasing an additional 54 shares during the period. Family Investment Center Inc. grew its holdings in shares of Vanguard Small-Cap Value ETF by 2.2% during the 1st quarter. Family Investment Center Inc. now owns 2,673 shares of the company’s stock worth $498,000 after purchasing an additional 57 shares during the period. Mission Wealth Management LP grew its holdings in shares of Vanguard Small-Cap Value ETF by 1.3% during the 1st quarter. Mission Wealth Management LP now owns 4,585 shares of the company’s stock worth $854,000 after purchasing an additional 58 shares during the period. Guidance Point Advisors LLC grew its holdings in shares of Vanguard Small-Cap Value ETF by 0.7% during the 1st quarter. Guidance Point Advisors LLC now owns 8,907 shares of the company’s stock worth $1,659,000 after purchasing an additional 58 shares during the period. Finally, LJI Wealth Management LLC grew its holdings in shares of Vanguard Small-Cap Value ETF by 5.5% during the 1st quarter. LJI Wealth Management LLC now owns 1,144 shares of the company’s stock worth $213,000 after purchasing an additional 60 shares during the period.

Vanguard Small-Cap Value ETF Trading Down 0.5%

NYSEARCA VBR opened at $209.58 on Wednesday. The stock has a fifty day simple moving average of $203.09 and a 200-day simple moving average of $192.19. Vanguard Small-Cap Value ETF has a twelve month low of $160.23 and a twelve month high of $219.01. The stock has a market cap of $31.59 billion, a PE ratio of 14.99 and a beta of 1.15.

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.