Vanguard Small-Cap Value ETF $VBR Shares Sold by Modera Wealth Management LLC

Modera Wealth Management LLC lowered its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 2.3% during the first quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 339,227 shares of the company’s stock after selling 8,142 shares during the quarter. Vanguard Small-Cap Value ETF makes up about 0.9% of Modera Wealth Management LLC’s holdings, making the stock its 29th biggest position. Modera Wealth Management LLC owned about 0.23% of Vanguard Small-Cap Value ETF worth $73,697,000 as of its most recent filing with the SEC.

A number of other large investors have also recently bought and sold shares of the stock. Townsend Asset Management Corp NC ADV raised its holdings in shares of Vanguard Small-Cap Value ETF by 8.5% in the first quarter. Townsend Asset Management Corp NC ADV now owns 3,039 shares of the company’s stock worth $660,000 after acquiring an additional 239 shares during the last quarter. Main Street Group LTD acquired a new stake in shares of Vanguard Small-Cap Value ETF during the first quarter valued at $100,000. Angeles Wealth Management LLC increased its position in Vanguard Small-Cap Value ETF by 10.1% during the 1st quarter. Angeles Wealth Management LLC now owns 940 shares of the company’s stock worth $204,000 after purchasing an additional 86 shares in the last quarter. Bessemer Group Inc. increased its position in Vanguard Small-Cap Value ETF by 1.8% during the 1st quarter. Bessemer Group Inc. now owns 10,166 shares of the company’s stock worth $2,208,000 after purchasing an additional 176 shares in the last quarter. Finally, SteelPeak Wealth LLC acquired a new position in Vanguard Small-Cap Value ETF in the 1st quarter valued at about $204,000.

Vanguard Small-Cap Value ETF Trading Down 0.7%

Shares of VBR stock opened at $244.12 on Friday. The company has a market capitalization of $37.06 billion, a price-to-earnings ratio of 14.99 and a beta of 0.96. The firm has a 50-day moving average price of $237.48 and a 200 day moving average price of $229.01. Vanguard Small-Cap Value ETF has a twelve month low of $193.00 and a twelve month high of $246.87.

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.