Chicago Partners Investment Group LLC Has $6.39 Million Stock Holdings in Vanguard Small-Cap Value ETF $VBR

Chicago Partners Investment Group LLC lowered its holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 1.8% during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 31,209 shares of the company’s stock after selling 578 shares during the quarter. Chicago Partners Investment Group LLC’s holdings in Vanguard Small-Cap Value ETF were worth $6,388,000 at the end of the most recent quarter.

Several other institutional investors also recently added to or reduced their stakes in the business. BKM Wealth Management LLC lifted its holdings in shares of Vanguard Small-Cap Value ETF by 4.8% during the second quarter. BKM Wealth Management LLC now owns 5,046 shares of the company’s stock worth $984,000 after buying an additional 232 shares during the last quarter. Northwest Quadrant Wealth Management LLC grew its stake in shares of Vanguard Small-Cap Value ETF by 0.4% in the second quarter. Northwest Quadrant Wealth Management LLC now owns 135,194 shares of the company’s stock worth $26,364,000 after acquiring an additional 559 shares during the last quarter. Disciplined Investments LLC increased its position in Vanguard Small-Cap Value ETF by 4.2% during the second quarter. Disciplined Investments LLC now owns 4,606 shares of the company’s stock worth $898,000 after acquiring an additional 187 shares during the period. MB Levis & Associates LLC raised its stake in Vanguard Small-Cap Value ETF by 33.6% during the 2nd quarter. MB Levis & Associates LLC now owns 971 shares of the company’s stock valued at $189,000 after purchasing an additional 244 shares during the last quarter. Finally, International Assets Investment Management LLC raised its stake in Vanguard Small-Cap Value ETF by 4.6% during the 2nd quarter. International Assets Investment Management LLC now owns 1,453 shares of the company’s stock valued at $283,000 after purchasing an additional 64 shares during the last quarter.

Vanguard Small-Cap Value ETF Price Performance

NYSEARCA VBR opened at $205.71 on Friday. The firm has a market capitalization of $30.93 billion, a price-to-earnings ratio of 14.99 and a beta of 1.15. The company’s fifty day moving average is $207.77 and its two-hundred day moving average is $195.74. Vanguard Small-Cap Value ETF has a 52-week low of $160.23 and a 52-week high of $219.01.

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.