Leeward Financial Partners LLC lowered its holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 19.5% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 31,191 shares of the company’s stock after selling 7,574 shares during the quarter. Vanguard Small-Cap Value ETF accounts for about 2.0% of Leeward Financial Partners LLC’s investment portfolio, making the stock its 16th biggest holding. Leeward Financial Partners LLC’s holdings in Vanguard Small-Cap Value ETF were worth $6,776,000 as of its most recent SEC filing.
Other hedge funds have also recently modified their holdings of the company. Motiv8 Investments LLC purchased a new stake in shares of Vanguard Small-Cap Value ETF during the fourth quarter valued at $29,000. Birchbrook Inc. purchased a new position in Vanguard Small-Cap Value ETF in the 4th quarter worth about $30,000. Modus Advisors LLC purchased a new position in Vanguard Small-Cap Value ETF in the 4th quarter worth about $30,000. Toth Financial Advisory Corp purchased a new position in Vanguard Small-Cap Value ETF in the 4th quarter worth about $36,000. Finally, Strive Financial Group LLC bought a new position in Vanguard Small-Cap Value ETF during the 4th quarter valued at about $38,000.
Vanguard Small-Cap Value ETF Stock Up 0.8%
Shares of NYSEARCA VBR opened at $240.50 on Thursday. The firm’s 50-day moving average price is $233.63 and its 200-day moving average price is $225.78. The company has a market cap of $36.06 billion, a PE ratio of 14.99 and a beta of 0.96. Vanguard Small-Cap Value ETF has a 52-week low of $192.55 and a 52-week high of $244.00.
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.
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