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

Sequoia Financial Advisors LLC cut its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 3.5% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 72,040 shares of the company’s stock after selling 2,637 shares during the quarter. Sequoia Financial Advisors LLC’s holdings in Vanguard Small-Cap Value ETF were worth $15,651,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of VBR. Valpey Financial Services LLC increased its position in Vanguard Small-Cap Value ETF by 21,125.3% during the 4th 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. Bank of America Corp DE lifted its position 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 buying an additional 560,544 shares in the last quarter. Align Financial LLC purchased a new stake in Vanguard Small-Cap Value ETF during the fourth quarter worth approximately $97,410,000. Focus Partners Wealth increased its position in shares of Vanguard Small-Cap Value ETF by 53.8% in the fourth quarter. Focus Partners Wealth now owns 849,534 shares of the company’s stock worth $179,915,000 after acquiring an additional 297,074 shares in the last quarter. Finally, Corient Private Wealth LLC increased its position 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 in the last quarter.

Vanguard Small-Cap Value ETF Stock Up 0.4%

Shares of VBR stock traded up $0.91 during mid-day trading on Friday, reaching $242.05. The company’s stock had a trading volume of 248,640 shares, compared to its average volume of 346,223. The firm has a market capitalization of $36.75 billion, a PE ratio of 14.99 and a beta of 0.96. The company’s 50 day simple moving average is $236.48 and its 200-day simple moving average is $228.03. 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 Company 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.