Vanguard Small-Cap Value ETF $VBR Position Reduced by Aurelius Family Office LLC

Aurelius Family Office LLC lessened its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 1.0% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 34,927 shares of the company’s stock after selling 352 shares during the period. Vanguard Small-Cap Value ETF accounts for about 3.2% of Aurelius Family Office LLC’s portfolio, making the stock its 10th largest position. Aurelius Family Office LLC’s holdings in Vanguard Small-Cap Value ETF were worth $6,811,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors also recently added to or reduced their stakes in the stock. Capital Wealth Management LLC increased its stake in Vanguard Small-Cap Value ETF by 5.5% in the 2nd quarter. Capital Wealth Management LLC now owns 73,061 shares of the company’s stock worth $14,248,000 after buying an additional 3,790 shares during the period. OLIO Financial Planning increased its stake in Vanguard Small-Cap Value ETF by 1.5% in the 2nd quarter. OLIO Financial Planning now owns 15,284 shares of the company’s stock worth $2,981,000 after buying an additional 229 shares during the period. Towerpoint Wealth LLC increased its stake in Vanguard Small-Cap Value ETF by 4.7% in the 2nd quarter. Towerpoint Wealth LLC now owns 35,871 shares of the company’s stock worth $6,995,000 after buying an additional 1,622 shares during the period. Sapient Capital LLC increased its stake in Vanguard Small-Cap Value ETF by 158.5% in the 2nd quarter. Sapient Capital LLC now owns 4,573 shares of the company’s stock worth $896,000 after buying an additional 2,804 shares during the period. Finally, Procyon Advisors LLC increased its stake in Vanguard Small-Cap Value ETF by 13.9% in the 2nd quarter. Procyon Advisors LLC now owns 2,478 shares of the company’s stock worth $484,000 after buying an additional 303 shares during the period.

Vanguard Small-Cap Value ETF Price Performance

VBR stock opened at $209.02 on Wednesday. The company has a market capitalization of $31.50 billion, a PE ratio of 14.99 and a beta of 1.15. Vanguard Small-Cap Value ETF has a 12 month low of $160.23 and a 12 month high of $219.01. The firm’s 50-day moving average is $204.02 and its 200 day moving average is $192.63.

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.