Retirement Financial Solutions LLC Has $15.74 Million Stock Position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Retirement Financial Solutions LLC trimmed its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 13.8% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 84,510 shares of the company’s stock after selling 13,480 shares during the period. Vanguard Small-Cap Value ETF makes up approximately 9.5% of Retirement Financial Solutions LLC’s holdings, making the stock its 3rd biggest holding. Retirement Financial Solutions LLC’s holdings in Vanguard Small-Cap Value ETF were worth $15,743,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. Brooklyn FI LLC boosted its position in Vanguard Small-Cap Value ETF by 6,384.8% during the fourth quarter. Brooklyn FI LLC now owns 4,400,726 shares of the company’s stock worth $903,582,000 after purchasing an additional 4,332,864 shares in the last quarter. Assetmark Inc. boosted its position in shares of Vanguard Small-Cap Value ETF by 4.7% during the 4th quarter. Assetmark Inc. now owns 3,998,206 shares of the company’s stock worth $792,365,000 after purchasing an additional 180,662 shares during the period. Jones Financial Companies Lllp raised its holdings in shares of Vanguard Small-Cap Value ETF by 0.8% in the 4th quarter. Jones Financial Companies Lllp now owns 2,400,592 shares of the company’s stock valued at $475,749,000 after buying an additional 18,066 shares during the period. Wells Fargo & Company MN boosted its position in Vanguard Small-Cap Value ETF by 10.8% in the 4th quarter. Wells Fargo & Company MN now owns 1,781,230 shares of the company’s stock valued at $353,004,000 after buying an additional 173,385 shares during the period. Finally, Captrust Financial Advisors grew its stake in Vanguard Small-Cap Value ETF by 9.4% during the 4th quarter. Captrust Financial Advisors now owns 1,693,990 shares of the company’s stock worth $335,715,000 after purchasing an additional 145,622 shares in the last quarter.

Vanguard Small-Cap Value ETF Stock Performance

VBR stock opened at $189.43 on Friday. Vanguard Small-Cap Value ETF has a fifty-two week low of $160.23 and a fifty-two week high of $219.01. The firm has a market capitalization of $101.36 billion, a price-to-earnings ratio of 15.85 and a beta of 1.05. The company’s 50 day moving average price is $183.91 and its 200 day moving average price is $193.67.

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.