Northwest Capital Management Inc Lowers Stock Position in Vanguard Small-Cap Value ETF $VBR

Northwest Capital Management Inc lowered its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 27.5% in the 2nd quarter, HoldingsChannel.com reports. The firm owned 8,679 shares of the company’s stock after selling 3,292 shares during the period. Vanguard Small-Cap Value ETF comprises about 0.9% of Northwest Capital Management Inc’s portfolio, making the stock its 28th largest holding. Northwest Capital Management Inc’s holdings in Vanguard Small-Cap Value ETF were worth $1,692,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds also recently made changes to their positions in the company. NorthRock Partners LLC raised its holdings in shares of Vanguard Small-Cap Value ETF by 37.5% in the second quarter. NorthRock Partners LLC now owns 8,312 shares of the company’s stock valued at $1,628,000 after purchasing an additional 2,266 shares during the last quarter. Wealth Architects LLC raised its holdings in shares of Vanguard Small-Cap Value ETF by 5.3% in the second quarter. Wealth Architects LLC now owns 134,344 shares of the company’s stock valued at $26,198,000 after purchasing an additional 6,792 shares during the last quarter. Total Clarity Wealth Management Inc. raised its holdings in shares of Vanguard Small-Cap Value ETF by 135.7% in the second quarter. Total Clarity Wealth Management Inc. now owns 41,251 shares of the company’s stock valued at $8,044,000 after purchasing an additional 23,750 shares during the last quarter. St. Louis Trust Co increased its holdings in Vanguard Small-Cap Value ETF by 17.7% during the second quarter. St. Louis Trust Co now owns 5,564 shares of the company’s stock worth $1,085,000 after buying an additional 837 shares during the last quarter. Finally, MGO One Seven LLC increased its holdings in Vanguard Small-Cap Value ETF by 17.3% during the second quarter. MGO One Seven LLC now owns 11,521 shares of the company’s stock worth $2,247,000 after buying an additional 1,700 shares during the last quarter.

Vanguard Small-Cap Value ETF Stock Performance

NYSEARCA VBR opened at $204.89 on Tuesday. Vanguard Small-Cap Value ETF has a 52-week low of $160.23 and a 52-week high of $219.01. The company has a 50-day simple moving average of $207.10 and a 200 day simple moving average of $195.27. The company has a market capitalization of $30.81 billion, a PE ratio of 14.99 and a beta of 1.15.

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.