Vanguard Small-Cap Value ETF $VBR Stock: Waldron Private Wealth LLC Lowers Stake

Waldron Private Wealth LLC cut its holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 8.4% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 132,554 shares of the company’s stock after selling 12,135 shares during the quarter. Vanguard Small-Cap Value ETF accounts for approximately 1.1% of Waldron Private Wealth LLC’s investment portfolio, making the stock its 17th largest position. Waldron Private Wealth LLC owned 0.09% of Vanguard Small-Cap Value ETF worth $30,624,000 at the end of the most recent quarter.

Several other large investors also recently bought and sold shares of VBR. Cetera Investment Advisers lifted its position in Vanguard Small-Cap Value ETF by 2.8% during the first quarter. Cetera Investment Advisers now owns 1,164,853 shares of the company’s stock valued at $253,064,000 after purchasing an additional 31,607 shares during the last quarter. Jones Financial Companies Lllp raised its position in shares of Vanguard Small-Cap Value ETF by 5.2% during the 2nd quarter. Jones Financial Companies Lllp now owns 1,035,273 shares of the company’s stock valued at $251,336,000 after buying an additional 50,829 shares in the last quarter. PNC Financial Services Group Inc. raised its position in shares of Vanguard Small-Cap Value ETF by 2.6% during the 1st quarter. PNC Financial Services Group Inc. now owns 846,309 shares of the company’s stock valued at $183,861,000 after buying an additional 21,114 shares in the last quarter. McMill Wealth Management raised its position in shares of Vanguard Small-Cap Value ETF by 23,929.0% during the 2nd quarter. McMill Wealth Management now owns 605,531 shares of the company’s stock valued at $147,138,000 after buying an additional 603,011 shares in the last quarter. Finally, Park Avenue Securities LLC lifted its holdings in shares of Vanguard Small-Cap Value ETF by 2.4% in the 3rd quarter. Park Avenue Securities LLC now owns 551,837 shares of the company’s stock valued at $127,491,000 after acquiring an additional 13,176 shares during the last quarter.

Vanguard Small-Cap Value ETF Trading Down 0.0%

Shares of NYSEARCA:VBR traded down $0.08 during trading on Friday, reaching $241.86. The company’s stock had a trading volume of 393,493 shares, compared to its average volume of 314,827. The stock has a market capitalization of $36.83 billion, a PE ratio of 14.99 and a beta of 0.97. Vanguard Small-Cap Value ETF has a 12 month low of $198.76 and a 12 month high of $251.85. The firm’s 50 day simple moving average is $239.46 and its two-hundred day simple moving average is $235.05.

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.