Connecticut Wealth Management LLC Lowers Stock Holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Connecticut Wealth Management LLC lowered its holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 6.8% in the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 2,082 shares of the company’s stock after selling 152 shares during the quarter. Connecticut Wealth Management LLC’s holdings in Vanguard Small-Cap Value ETF were worth $375,000 at the end of the most recent quarter.

Other large investors have also recently made changes to their positions in the company. Betterment LLC lifted its position in Vanguard Small-Cap Value ETF by 1.0% during the 3rd quarter. Betterment LLC now owns 7,999,321 shares of the company’s stock valued at $1,275,812,000 after acquiring an additional 79,898 shares during the period. Assetmark Inc. boosted its position in shares of Vanguard Small-Cap Value ETF by 1.3% in the 3rd quarter. Assetmark Inc. now owns 3,171,149 shares of the company’s stock worth $505,767,000 after purchasing an additional 40,267 shares in the last quarter. Sei Investments Co. grew its stake in shares of Vanguard Small-Cap Value ETF by 4.4% in the 3rd quarter. Sei Investments Co. now owns 1,154,891 shares of the company’s stock worth $184,197,000 after buying an additional 49,114 shares during the last quarter. Choreo LLC increased its position in Vanguard Small-Cap Value ETF by 1.3% during the 3rd quarter. Choreo LLC now owns 944,444 shares of the company’s stock valued at $150,629,000 after buying an additional 12,250 shares in the last quarter. Finally, HighTower Advisors LLC raised its stake in Vanguard Small-Cap Value ETF by 0.8% during the third quarter. HighTower Advisors LLC now owns 833,191 shares of the company’s stock valued at $132,925,000 after buying an additional 6,843 shares during the last quarter.

Vanguard Small-Cap Value ETF Price Performance

VBR stock traded up $2.25 during trading on Monday, hitting $186.49. 207,903 shares of the stock traded hands, compared to its average volume of 547,900. The stock has a market cap of $28.17 billion, a price-to-earnings ratio of 11.42 and a beta of 1.09. Vanguard Small-Cap Value ETF has a 1 year low of $148.75 and a 1 year high of $192.44. The firm’s 50 day moving average is $184.49 and its two-hundred day moving average is $175.41.

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.