Inspirion Wealth Advisors LLC reduced its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 18.7% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 81,368 shares of the company’s stock after selling 18,724 shares during the period. Vanguard Small-Cap Value ETF accounts for about 2.3% of Inspirion Wealth Advisors LLC’s holdings, making the stock its 13th biggest position. Inspirion Wealth Advisors LLC owned approximately 0.05% of Vanguard Small-Cap Value ETF worth $19,751,000 at the end of the most recent reporting period.
Several other hedge funds and other institutional investors have also added to or reduced their stakes in VBR. Bank of America Corp DE boosted its position in Vanguard Small-Cap Value ETF by 3.6% in the fourth quarter. Bank of America Corp DE now owns 15,999,348 shares of the company’s stock worth $3,388,502,000 after purchasing an additional 560,544 shares during the last quarter. Assetmark Inc. increased its position in shares of Vanguard Small-Cap Value ETF by 2.7% during the 4th quarter. Assetmark Inc. now owns 4,379,433 shares of the company’s stock valued at $927,520,000 after purchasing an additional 113,412 shares during the last quarter. Valpey Financial Services LLC raised its stake in shares of 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 during the period. LPL Financial LLC raised its stake in shares of Vanguard Small-Cap Value ETF by 0.6% during the 4th quarter. LPL Financial LLC now owns 1,438,715 shares of the company’s stock worth $304,705,000 after purchasing an additional 8,609 shares during the period. Finally, Captrust Financial Advisors raised its stake in shares of Vanguard Small-Cap Value ETF by 0.9% during the 4th quarter. Captrust Financial Advisors now owns 1,236,013 shares of the company’s stock worth $261,775,000 after purchasing an additional 11,525 shares during the period.
Vanguard Small-Cap Value ETF Stock Performance
Shares of NYSEARCA:VBR opened at $249.86 on Thursday. The company has a market capitalization of $37.94 billion, a P/E ratio of 14.99 and a beta of 0.96. The company’s 50-day moving average is $241.30 and its 200 day moving average is $231.59. Vanguard Small-Cap Value ETF has a fifty-two week low of $197.12 and a fifty-two week high of $251.66.
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.
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