Wescott Financial Advisory Group LLC Sells 661 Shares of Vanguard Small-Cap Value ETF $VBR

Wescott Financial Advisory Group LLC lessened its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 10.9% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 5,403 shares of the company’s stock after selling 661 shares during the period. Wescott Financial Advisory Group LLC’s holdings in Vanguard Small-Cap Value ETF were worth $1,007,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Leeward Financial Partners LLC increased its holdings in shares of Vanguard Small-Cap Value ETF by 2.7% in the 1st quarter. Leeward Financial Partners LLC now owns 36,935 shares of the company’s stock worth $6,881,000 after purchasing an additional 969 shares in the last quarter. Vontobel Holding Ltd. bought a new stake in shares of Vanguard Small-Cap Value ETF in the 1st quarter worth $385,000. GAMMA Investing LLC increased its holdings in shares of Vanguard Small-Cap Value ETF by 18.4% in the 1st quarter. GAMMA Investing LLC now owns 560 shares of the company’s stock worth $104,000 after purchasing an additional 87 shares in the last quarter. IFG Advisory LLC increased its holdings in shares of Vanguard Small-Cap Value ETF by 6.0% in the 1st quarter. IFG Advisory LLC now owns 15,530 shares of the company’s stock worth $2,893,000 after purchasing an additional 881 shares in the last quarter. Finally, Dynamic Advisor Solutions LLC bought a new stake in shares of Vanguard Small-Cap Value ETF in the 1st quarter worth $1,228,000.

Vanguard Small-Cap Value ETF Trading Down 0.2%

Vanguard Small-Cap Value ETF stock opened at $202.74 on Friday. The firm has a market cap of $30.55 billion, a price-to-earnings ratio of 14.99 and a beta of 1.15. The stock has a fifty day simple moving average of $198.88 and a two-hundred day simple moving average of $191.75. Vanguard Small-Cap Value ETF has a 12 month low of $160.23 and a 12 month high of $219.01.

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.