HBK Sorce Advisory LLC Lowers Holdings in Vanguard Small-Cap Value ETF $VBR

HBK Sorce Advisory LLC decreased its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 34.9% in the second quarter, Holdings Channel reports. The institutional investor owned 2,118 shares of the company’s stock after selling 1,135 shares during the quarter. HBK Sorce Advisory LLC’s holdings in Vanguard Small-Cap Value ETF were worth $413,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in VBR. Brighton Jones LLC raised its stake in Vanguard Small-Cap Value ETF by 1.9% during the fourth quarter. Brighton Jones LLC now owns 23,239 shares of the company’s stock valued at $4,605,000 after buying an additional 444 shares during the last quarter. GAMMA Investing LLC raised its stake in Vanguard Small-Cap Value ETF by 18.4% during the first quarter. GAMMA Investing LLC now owns 560 shares of the company’s stock valued at $104,000 after buying an additional 87 shares during the last quarter. Vontobel Holding Ltd. purchased a new position in Vanguard Small-Cap Value ETF during the first quarter valued at $385,000. Rossby Financial LCC purchased a new position in Vanguard Small-Cap Value ETF during the first quarter valued at $57,000. Finally, Keybank National Association OH raised its stake in Vanguard Small-Cap Value ETF by 1.7% during the first quarter. Keybank National Association OH now owns 10,582 shares of the company’s stock valued at $1,971,000 after buying an additional 180 shares during the last quarter.

Vanguard Small-Cap Value ETF Price Performance

VBR stock opened at $206.51 on Friday. Vanguard Small-Cap Value ETF has a 1-year low of $160.23 and a 1-year high of $219.01. The business has a fifty day moving average price of $208.71 and a 200-day moving average price of $198.36. The stock has a market capitalization of $31.05 billion, a P/E 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.