Vanguard Small-Cap Value ETF (NYSEARCA:VBR) Position Lowered by Monument Group Wealth Advisors LLC

Monument Group Wealth Advisors LLC reduced its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 7.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 5,725 shares of the company’s stock after selling 461 shares during the quarter. Vanguard Small-Cap Value ETF accounts for 0.8% of Monument Group Wealth Advisors LLC’s portfolio, making the stock its 10th largest position. Monument Group Wealth Advisors LLC’s holdings in Vanguard Small-Cap Value ETF were worth $1,135,000 as of its most recent SEC filing.

A number of other institutional investors have also recently added to or reduced their stakes in VBR. Axxcess Wealth Management LLC boosted its stake in shares of Vanguard Small-Cap Value ETF by 5.1% in the second quarter. Axxcess Wealth Management LLC now owns 3,132 shares of the company’s stock valued at $572,000 after purchasing an additional 153 shares during the period. Blair William & Co. IL lifted its holdings in Vanguard Small-Cap Value ETF by 0.5% in the second quarter. Blair William & Co. IL now owns 45,022 shares of the company’s stock worth $8,217,000 after acquiring an additional 219 shares during the last quarter. Hsbc Holdings PLC boosted its position in Vanguard Small-Cap Value ETF by 126.7% during the 2nd quarter. Hsbc Holdings PLC now owns 4,022 shares of the company’s stock valued at $734,000 after purchasing an additional 2,248 shares during the period. Retirement Investment Advisors Inc. bought a new position in shares of Vanguard Small-Cap Value ETF during the second quarter worth about $57,073,000. Finally, Etfidea LLC increased its stake in shares of Vanguard Small-Cap Value ETF by 0.4% in the second quarter. Etfidea LLC now owns 44,461 shares of the company’s stock valued at $8,115,000 after purchasing an additional 171 shares during the period.

Vanguard Small-Cap Value ETF Price Performance

Shares of NYSEARCA VBR traded up $0.95 during midday trading on Friday, reaching $204.61. 307,013 shares of the company traded hands, compared to its average volume of 588,090. Vanguard Small-Cap Value ETF has a 52 week low of $171.81 and a 52 week high of $219.01. The stock has a 50-day moving average price of $206.02 and a 200 day moving average price of $198.95. The company has a market cap of $30.91 billion, a price-to-earnings ratio of 11.42 and a beta of 1.09.

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.