Focus Partners Wealth Sells 148,105 Shares of Vanguard Small-Cap Value ETF $VBR

Focus Partners Wealth reduced its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 21.1% during the 3rd quarter, HoldingsChannel reports. The fund owned 552,460 shares of the company’s stock after selling 148,105 shares during the quarter. Focus Partners Wealth’s holdings in Vanguard Small-Cap Value ETF were worth $115,303,000 as of its most recent SEC filing.

Several other institutional investors have also recently bought and sold shares of the company. World Equity Group Inc. grew its stake in shares of Vanguard Small-Cap Value ETF by 4.4% during the 3rd quarter. World Equity Group Inc. now owns 1,151 shares of the company’s stock worth $240,000 after acquiring an additional 48 shares in the last quarter. Franklin Resources Inc. raised its holdings in Vanguard Small-Cap Value ETF by 1.5% during the third quarter. Franklin Resources Inc. now owns 3,566 shares of the company’s stock worth $744,000 after acquiring an additional 51 shares in the last quarter. Arbor Investment Advisors LLC boosted its position in Vanguard Small-Cap Value ETF by 0.9% during the third quarter. Arbor Investment Advisors LLC now owns 6,449 shares of the company’s stock valued at $1,346,000 after purchasing an additional 55 shares during the last quarter. IHT Wealth Management LLC boosted its position in Vanguard Small-Cap Value ETF by 0.3% during the second quarter. IHT Wealth Management LLC now owns 22,535 shares of the company’s stock valued at $4,395,000 after purchasing an additional 57 shares during the last quarter. Finally, Conrad Siegel Investment Advisors Inc. grew its stake in Vanguard Small-Cap Value ETF by 1.3% in the third quarter. Conrad Siegel Investment Advisors Inc. now owns 4,395 shares of the company’s stock valued at $917,000 after purchasing an additional 58 shares in the last quarter.

Vanguard Small-Cap Value ETF Stock Down 0.1%

NYSEARCA:VBR opened at $215.67 on Monday. The stock’s 50 day moving average price is $225.72 and its two-hundred day moving average price is $215.24. Vanguard Small-Cap Value ETF has a twelve month low of $160.23 and a twelve month high of $235.48. The firm has a market capitalization of $32.80 billion, a price-to-earnings ratio of 14.99 and a beta of 1.05.

Vanguard Small-Cap Value ETF 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.