Montag A & Associates Inc. Sells 1,252 Shares of Vanguard Small-Cap Value ETF $VBR

Montag A & Associates Inc. trimmed its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 35.1% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 2,311 shares of the company’s stock after selling 1,252 shares during the quarter. Montag A & Associates Inc.’s holdings in Vanguard Small-Cap Value ETF were worth $452,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors have also added to or reduced their stakes in the business. Leeward Financial Partners LLC increased its stake in Vanguard Small-Cap Value ETF by 2.7% in the first quarter. Leeward Financial Partners LLC now owns 36,935 shares of the company’s stock valued at $6,881,000 after acquiring an additional 969 shares during the last quarter. IFG Advisory LLC lifted its stake in Vanguard Small-Cap Value ETF by 6.0% during the first quarter. IFG Advisory LLC now owns 15,530 shares of the company’s stock worth $2,893,000 after purchasing an additional 881 shares during the last quarter. FWG Investments LLC. purchased a new position in shares of Vanguard Small-Cap Value ETF in the 2nd quarter worth about $456,000. Allworth Financial LP boosted its holdings in shares of Vanguard Small-Cap Value ETF by 6.6% in the 2nd quarter. Allworth Financial LP now owns 794,775 shares of the company’s stock worth $154,989,000 after purchasing an additional 49,116 shares in the last quarter. Finally, American National Bank & Trust increased its position in shares of Vanguard Small-Cap Value ETF by 63.9% during the 2nd quarter. American National Bank & Trust now owns 8,888 shares of the company’s stock valued at $1,733,000 after purchasing an additional 3,466 shares during the last quarter.

Vanguard Small-Cap Value ETF Trading Up 0.3%

Shares of NYSEARCA VBR opened at $209.01 on Thursday. The stock’s 50-day moving average is $208.42 and its 200 day moving average is $200.33. The stock has a market cap of $31.43 billion, a price-to-earnings ratio of 14.99 and a beta of 1.05. Vanguard Small-Cap Value ETF has a 1-year low of $160.23 and a 1-year high of $219.01.

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.