Waldron Private Wealth LLC Cuts Position in Vanguard Small-Cap Value ETF $VBR

Waldron Private Wealth LLC decreased its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 2.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 162,374 shares of the company’s stock after selling 3,784 shares during the period. Vanguard Small-Cap Value ETF makes up 1.4% of Waldron Private Wealth LLC’s investment portfolio, making the stock its 13th largest holding. Waldron Private Wealth LLC’s holdings in Vanguard Small-Cap Value ETF were worth $34,389,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also recently added to or reduced their stakes in the company. Bank of America Corp DE lifted its position in shares of Vanguard Small-Cap Value ETF by 1.4% during the 3rd quarter. Bank of America Corp DE now owns 15,438,804 shares of the company’s stock valued at $3,222,233,000 after acquiring an additional 209,142 shares during the period. Aspiriant LLC grew its holdings in shares of Vanguard Small-Cap Value ETF by 3.0% in the 3rd quarter. Aspiriant LLC now owns 1,527,300 shares of the company’s stock worth $318,763,000 after acquiring an additional 43,846 shares during the period. Sei Investments Co. increased its stake in Vanguard Small-Cap Value ETF by 1.8% in the 3rd quarter. Sei Investments Co. now owns 1,452,261 shares of the company’s stock valued at $303,097,000 after purchasing an additional 25,434 shares in the last quarter. Captrust Financial Advisors increased its stake in Vanguard Small-Cap Value ETF by 7.7% in the 3rd quarter. Captrust Financial Advisors now owns 1,224,488 shares of the company’s stock valued at $255,563,000 after purchasing an additional 87,902 shares in the last quarter. Finally, Raymond James Financial Inc. raised its holdings in Vanguard Small-Cap Value ETF by 3.0% during the third quarter. Raymond James Financial Inc. now owns 951,299 shares of the company’s stock worth $198,546,000 after purchasing an additional 27,419 shares during the last quarter.

Vanguard Small-Cap Value ETF Stock Performance

Vanguard Small-Cap Value ETF stock opened at $213.14 on Friday. Vanguard Small-Cap Value ETF has a fifty-two week low of $160.23 and a fifty-two week high of $235.48. The firm has a market capitalization of $32.41 billion, a price-to-earnings ratio of 14.99 and a beta of 1.05. The stock’s fifty day moving average is $224.68 and its two-hundred day moving average is $215.70.

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.