Vanguard Small-Cap Value ETF $VBR Position Lessened by Jacobsen Capital Management

Jacobsen Capital Management lessened its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 4.7% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 68,089 shares of the company’s stock after selling 3,334 shares during the quarter. Vanguard Small-Cap Value ETF makes up 4.8% of Jacobsen Capital Management’s portfolio, making the stock its 4th biggest position. Jacobsen Capital Management’s holdings in Vanguard Small-Cap Value ETF were worth $14,211,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in VBR. Blume Capital Management Inc. bought a new position in Vanguard Small-Cap Value ETF in the 2nd quarter worth $29,000. Traub Capital Management LLC purchased a new position in shares of Vanguard Small-Cap Value ETF during the second quarter valued at about $30,000. Financial Gravity Companies Inc. purchased a new position in shares of Vanguard Small-Cap Value ETF during the second quarter valued at about $33,000. Front Row Advisors LLC bought a new position in Vanguard Small-Cap Value ETF in the second quarter worth about $35,000. Finally, Heritage Wealth Advisors lifted its holdings in Vanguard Small-Cap Value ETF by 190.5% in the second quarter. Heritage Wealth Advisors now owns 183 shares of the company’s stock worth $36,000 after buying an additional 120 shares during the period.

Vanguard Small-Cap Value ETF Stock Performance

Vanguard Small-Cap Value ETF stock opened at $221.91 on Wednesday. The stock’s 50 day simple moving average is $211.99 and its two-hundred day simple moving average is $207.65. The stock has a market cap of $33.75 billion, a price-to-earnings ratio of 14.99 and a beta of 1.05. Vanguard Small-Cap Value ETF has a fifty-two week low of $160.23 and a fifty-two week high of $222.90.

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. The Fund attempts to replicate the target Index by investing all, or substantially all, of its assets in the stocks that make up the Index, holding each stock in approximately the same proportion as its weighting in the Index.