Level Financial Advisors Sells 108 Shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Level Financial Advisors lowered its holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 1.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 6,220 shares of the company’s stock after selling 108 shares during the period. Level Financial Advisors’ holdings in Vanguard Small-Cap Value ETF were worth $1,233,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Team Hewins LLC acquired a new position in shares of Vanguard Small-Cap Value ETF during the 4th quarter worth about $450,000. JPMorgan Chase & Co. boosted its position in Vanguard Small-Cap Value ETF by 8.1% during the third quarter. JPMorgan Chase & Co. now owns 588,406 shares of the company’s stock valued at $118,140,000 after purchasing an additional 44,114 shares during the last quarter. Diversified Portfolios Inc. grew its stake in Vanguard Small-Cap Value ETF by 1.5% in the third quarter. Diversified Portfolios Inc. now owns 13,137 shares of the company’s stock valued at $2,638,000 after purchasing an additional 200 shares in the last quarter. Aspiriant LLC increased its position in shares of Vanguard Small-Cap Value ETF by 42.1% during the 4th quarter. Aspiriant LLC now owns 1,224,131 shares of the company’s stock worth $242,598,000 after purchasing an additional 362,906 shares during the last quarter. Finally, Global Retirement Partners LLC raised its stake in shares of Vanguard Small-Cap Value ETF by 4.8% during the 3rd quarter. Global Retirement Partners LLC now owns 8,877 shares of the company’s stock worth $1,782,000 after purchasing an additional 409 shares in the last quarter.

Vanguard Small-Cap Value ETF Trading Down 0.3 %

NYSEARCA VBR opened at $206.10 on Tuesday. Vanguard Small-Cap Value ETF has a 12 month low of $173.32 and a 12 month high of $219.01. The stock has a 50 day moving average of $205.63 and a 200-day moving average of $200.09. The company has a market cap of $31.13 billion, a PE ratio of 11.42 and a beta of 1.09.

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.