Synergy Asset Management LLC Sells 2,858 Shares of Vanguard Small-Cap Value ETF $VBR

Synergy Asset Management LLC lowered its holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 72.4% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 1,091 shares of the company’s stock after selling 2,858 shares during the quarter. Synergy Asset Management LLC’s holdings in Vanguard Small-Cap Value ETF were worth $231,000 at the end of the most recent quarter.

Several other institutional investors also recently added to or reduced their stakes in the business. Osaic Holdings Inc. lifted its holdings in shares of Vanguard Small-Cap Value ETF by 67.1% during the second quarter. Osaic Holdings Inc. now owns 812,288 shares of the company’s stock worth $156,323,000 after buying an additional 326,129 shares during the last quarter. Corient Private Wealth LLC grew its stake in shares of Vanguard Small-Cap Value ETF by 128.8% in the second quarter. Corient Private Wealth LLC now owns 505,618 shares of the company’s stock worth $98,654,000 after acquiring an additional 284,655 shares during the last quarter. Bank of America Corp DE grew its stake in shares of Vanguard Small-Cap Value ETF by 1.4% in the third quarter. Bank of America Corp DE now owns 15,438,804 shares of the company’s stock worth $3,222,233,000 after acquiring an additional 209,142 shares during the last quarter. Waller Financial Planning Group Inc. increased its position in Vanguard Small-Cap Value ETF by 3,765.9% during the fourth quarter. Waller Financial Planning Group Inc. now owns 147,254 shares of the company’s stock worth $31,187,000 after acquiring an additional 143,445 shares during the period. Finally, World Investment Advisors increased its position in Vanguard Small-Cap Value ETF by 1,650.1% during the third quarter. World Investment Advisors now owns 131,710 shares of the company’s stock worth $27,489,000 after acquiring an additional 124,184 shares during the period.

Vanguard Small-Cap Value ETF Price Performance

NYSEARCA:VBR opened at $213.14 on Friday. Vanguard Small-Cap Value ETF has a one year low of $160.23 and a one year high of $235.48. The company has a fifty day moving average price of $224.68 and a 200 day moving average price of $215.66. The stock has a market cap of $32.41 billion, a P/E ratio of 14.99 and a beta of 1.05.

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.