5,266 Vanguard Small-Cap Value ETF $VBR Shares Sold by Asempa Wealth Advisors

Asempa Wealth Advisors reduced its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 52.7% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,731 shares of the company’s stock after selling 5,266 shares during the period. Asempa Wealth Advisors’ holdings in Vanguard Small-Cap Value ETF were worth $1,100,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also modified their holdings of the company. Waller Financial Planning Group Inc. boosted its holdings in shares of Vanguard Small-Cap Value ETF by 5.1% during the 3rd quarter. Waller Financial Planning Group Inc. now owns 154,175 shares of the company’s stock valued at $35,619,000 after acquiring an additional 7,471 shares in the last quarter. Atmos Advisory LLC lifted its holdings in shares of Vanguard Small-Cap Value ETF by 0.6% during the third quarter. Atmos Advisory LLC now owns 34,878 shares of the company’s stock worth $8,058,000 after purchasing an additional 207 shares during the period. Legacy Private Trust Co. grew its stake in shares of Vanguard Small-Cap Value ETF by 3.1% in the third quarter. Legacy Private Trust Co. now owns 2,423 shares of the company’s stock worth $560,000 after purchasing an additional 72 shares during the last quarter. Eastern Bank increased its holdings in Vanguard Small-Cap Value ETF by 5.3% in the third quarter. Eastern Bank now owns 1,589 shares of the company’s stock valued at $367,000 after purchasing an additional 80 shares during the period. Finally, Heartwood Wealth Advisors LLC lifted its holdings in Vanguard Small-Cap Value ETF by 0.5% during the 3rd quarter. Heartwood Wealth Advisors LLC now owns 20,695 shares of the company’s stock worth $4,781,000 after buying an additional 108 shares during the period.

Vanguard Small-Cap Value ETF Price Performance

NYSEARCA VBR traded down $3.13 during mid-day trading on Wednesday, reaching $232.15. 127,671 shares of the stock were exchanged, compared to its average volume of 319,133. The stock has a market cap of $35.29 billion, a P/E ratio of 14.99 and a beta of 0.97. The stock has a 50 day simple moving average of $243.63 and a 200-day simple moving average of $236.88. Vanguard Small-Cap Value ETF has a one year low of $198.76 and a one year high of $251.85.

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. 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.