Vanguard Small-Cap Value ETF (NYSEARCA:VBR) is LMG Wealth Partners LLC’s 4th Largest Position

LMG Wealth Partners LLC reduced its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 0.5% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 75,176 shares of the company’s stock after selling 376 shares during the quarter. Vanguard Small-Cap Value ETF accounts for approximately 3.2% of LMG Wealth Partners LLC’s investment portfolio, making the stock its 4th biggest holding. LMG Wealth Partners LLC’s holdings in Vanguard Small-Cap Value ETF were worth $14,898,000 at the end of the most recent quarter.

A number of other institutional investors have also recently modified their holdings of the business. Exchange Traded Concepts LLC purchased a new position in Vanguard Small-Cap Value ETF during the third quarter worth approximately $42,000. Vontobel Holding Ltd. acquired a new position in shares of Vanguard Small-Cap Value ETF during the 3rd quarter worth approximately $276,000. Sequoia Financial Advisors LLC lifted its position in shares of Vanguard Small-Cap Value ETF by 6.2% during the 3rd quarter. Sequoia Financial Advisors LLC now owns 11,015 shares of the company’s stock valued at $2,212,000 after buying an additional 645 shares in the last quarter. Westhampton Capital LLC acquired a new stake in Vanguard Small-Cap Value ETF in the 3rd quarter valued at $586,000. Finally, BLB&B Advisors LLC increased its holdings in Vanguard Small-Cap Value ETF by 4.0% in the 3rd quarter. BLB&B Advisors LLC now owns 1,985 shares of the company’s stock worth $399,000 after acquiring an additional 77 shares in the last quarter.

Vanguard Small-Cap Value ETF Stock Performance

NYSEARCA:VBR opened at $203.84 on Thursday. The company has a fifty day moving average of $202.52 and a two-hundred day moving average of $201.41. Vanguard Small-Cap Value ETF has a fifty-two week low of $177.15 and a fifty-two week high of $219.01. The stock has a market capitalization of $30.79 billion, a PE ratio of 11.42 and a beta of 1.09.

About Vanguard Small-Cap Value ETF

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.