Rockbridge Investment Management LCC Has $3.91 Million Stock Holdings in Vanguard Small-Cap Value ETF $VBR

Rockbridge Investment Management LCC decreased its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 11.7% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 18,000 shares of the company’s stock after selling 2,374 shares during the period. Vanguard Small-Cap Value ETF accounts for approximately 0.4% of Rockbridge Investment Management LCC’s portfolio, making the stock its 28th biggest position. Rockbridge Investment Management LCC’s holdings in Vanguard Small-Cap Value ETF were worth $3,911,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in VBR. Brighton Jones LLC boosted its position 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 worth $4,605,000 after purchasing an additional 444 shares during the period. AQR Capital Management LLC lifted its position in Vanguard Small-Cap Value ETF by 65.8% during the 1st quarter. AQR Capital Management LLC now owns 15,403 shares of the company’s stock worth $2,870,000 after acquiring an additional 6,114 shares during the last quarter. Goldman Sachs Group Inc. lifted its position in Vanguard Small-Cap Value ETF by 1.5% during the 1st quarter. Goldman Sachs Group Inc. now owns 327,501 shares of the company’s stock worth $61,010,000 after acquiring an additional 4,879 shares during the last quarter. Russell Investments Group Ltd. boosted its holdings in Vanguard Small-Cap Value ETF by 29.4% during the second quarter. Russell Investments Group Ltd. now owns 2,370 shares of the company’s stock valued at $462,000 after acquiring an additional 538 shares during the period. Finally, Glenview Trust co boosted its holdings in Vanguard Small-Cap Value ETF by 38.9% during the second quarter. Glenview Trust co now owns 3,262 shares of the company’s stock valued at $636,000 after acquiring an additional 914 shares during the period.

Vanguard Small-Cap Value ETF Stock Performance

Shares of NYSEARCA:VBR opened at $244.24 on Friday. The stock’s 50-day moving average is $238.77 and its 200-day moving average is $230.05. The company has a market cap of $37.08 billion, a P/E ratio of 14.99 and a beta of 0.96. Vanguard Small-Cap Value ETF has a 52-week low of $193.00 and a 52-week high of $246.87.

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.