Allworth Financial LP lowered its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 19.5% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 658,265 shares of the company’s stock after selling 159,407 shares during the period. Vanguard Small-Cap Value ETF accounts for approximately 0.7% of Allworth Financial LP’s portfolio, making the stock its 22nd largest holding. Allworth Financial LP owned 0.43% of Vanguard Small-Cap Value ETF worth $159,952,000 as of its most recent SEC filing.
Several other institutional investors have also recently made changes to their positions in the stock. Bank of America Corp DE raised its stake in shares of Vanguard Small-Cap Value ETF by 3.6% during the 4th quarter. Bank of America Corp DE now owns 15,999,348 shares of the company’s stock valued at $3,388,502,000 after purchasing an additional 560,544 shares during the period. Valpey Financial Services LLC boosted its stake in Vanguard Small-Cap Value ETF by 21,125.3% in the 4th quarter. Valpey Financial Services LLC now owns 4,270,098 shares of the company’s stock worth $904,364,000 after purchasing an additional 4,249,980 shares during the period. LPL Financial LLC boosted its stake in Vanguard Small-Cap Value ETF by 0.6% in the 4th quarter. LPL Financial LLC now owns 1,438,715 shares of the company’s stock worth $304,705,000 after purchasing an additional 8,609 shares during the period. Captrust Financial Advisors grew its holdings in Vanguard Small-Cap Value ETF by 0.9% during the 4th quarter. Captrust Financial Advisors now owns 1,236,013 shares of the company’s stock valued at $261,775,000 after buying an additional 11,525 shares in the last quarter. Finally, Cetera Investment Advisers grew its holdings in Vanguard Small-Cap Value ETF by 2.8% during the 1st quarter. Cetera Investment Advisers now owns 1,164,853 shares of the company’s stock valued at $253,064,000 after buying an additional 31,607 shares in the last quarter.
Vanguard Small-Cap Value ETF Price Performance
Shares of VBR traded down $2.47 during midday trading on Tuesday, hitting $244.64. 228,486 shares of the company traded hands, compared to its average volume of 325,179. Vanguard Small-Cap Value ETF has a one year low of $198.76 and a one year high of $251.85. The firm has a market cap of $37.14 billion, a P/E ratio of 14.99 and a beta of 0.96. The stock has a 50-day moving average of $245.99 and a 200-day moving average of $235.00.
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. 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.
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