Efficient Advisors LLC Lowers Stake in Vanguard Small-Cap Value ETF $VBR

Efficient Advisors LLC decreased its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 29.9% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 397,932 shares of the company’s stock after selling 170,053 shares during the period. Vanguard Small-Cap Value ETF comprises approximately 6.1% of Efficient Advisors LLC’s portfolio, making the stock its 6th biggest holding. Efficient Advisors LLC’s holdings in Vanguard Small-Cap Value ETF were worth $86,451,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. Bank of America Corp DE lifted its holdings in Vanguard Small-Cap Value ETF by 3.6% during the fourth 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 last quarter. Assetmark Inc. increased its stake in shares of Vanguard Small-Cap Value ETF by 2.7% in the fourth quarter. Assetmark Inc. now owns 4,379,433 shares of the company’s stock worth $927,520,000 after purchasing an additional 113,412 shares in the last quarter. Valpey Financial Services LLC increased its stake in shares of Vanguard Small-Cap Value ETF by 21,125.3% in the fourth 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 in the last quarter. Aspiriant LLC raised its position in shares of Vanguard Small-Cap Value ETF by 6.1% in the fourth quarter. Aspiriant LLC now owns 1,620,708 shares of the company’s stock valued at $343,249,000 after purchasing an additional 93,408 shares during the period. Finally, Sei Investments Co. raised its position in shares of Vanguard Small-Cap Value ETF by 1.8% in the third 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 during the period.

Vanguard Small-Cap Value ETF Trading Down 1.4%

Shares of VBR stock opened at $238.86 on Thursday. The stock has a market capitalization of $36.27 billion, a P/E ratio of 14.99 and a beta of 0.96. The firm’s 50 day moving average is $236.01 and its 200 day moving average is $227.75. Vanguard Small-Cap Value ETF has a 12 month low of $193.00 and a 12 month high of $245.12.

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.