Vanguard Small-Cap Value ETF $VBR Stake Trimmed by Traveka Wealth LLC

Traveka Wealth LLC lowered its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 4.5% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 68,962 shares of the company’s stock after selling 3,234 shares during the period. Vanguard Small-Cap Value ETF makes up approximately 5.7% of Traveka Wealth LLC’s investment portfolio, making the stock its 2nd biggest holding. Traveka Wealth LLC’s holdings in Vanguard Small-Cap Value ETF were worth $14,982,000 at the end of the most recent quarter.

Several other large investors have also modified their holdings of VBR. Rooted Wealth Advisors Inc. raised its holdings in shares of Vanguard Small-Cap Value ETF by 21.4% in the first quarter. Rooted Wealth Advisors Inc. now owns 3,779 shares of the company’s stock worth $882,000 after buying an additional 667 shares during the period. Venturi Wealth Management LLC purchased a new position in Vanguard Small-Cap Value ETF during the 1st quarter valued at $210,000. Wesbanco Bank Inc. boosted its holdings in Vanguard Small-Cap Value ETF by 2.2% during the 1st quarter. Wesbanco Bank Inc. now owns 9,023 shares of the company’s stock valued at $1,960,000 after acquiring an additional 197 shares during the period. Retirement Planning Group LLC NY grew its position in Vanguard Small-Cap Value ETF by 29.4% in the 1st quarter. Retirement Planning Group LLC NY now owns 5,227 shares of the company’s stock valued at $1,136,000 after acquiring an additional 1,187 shares during the last quarter. Finally, First United Bank & Trust grew its position in Vanguard Small-Cap Value ETF by 17.8% in the 1st quarter. First United Bank & Trust now owns 12,761 shares of the company’s stock valued at $2,772,000 after acquiring an additional 1,929 shares during the last quarter.

Vanguard Small-Cap Value ETF Stock Up 0.1%

VBR stock opened at $242.77 on Friday. The business’s fifty day simple moving average is $234.23 and its two-hundred day simple moving average is $226.10. Vanguard Small-Cap Value ETF has a twelve month low of $193.00 and a twelve month high of $244.30. The firm has a market cap of $36.40 billion, a price-to-earnings ratio of 14.99 and a beta of 0.96.

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. 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.