Sax Wealth Advisors LLC Trims Stock Position in Vanguard Small-Cap Value ETF $VBR

Sax Wealth Advisors LLC cut its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 5.3% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 2,694 shares of the company’s stock after selling 150 shares during the period. Sax Wealth Advisors LLC’s holdings in Vanguard Small-Cap Value ETF were worth $525,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in VBR. Park Avenue Securities LLC purchased a new position in shares of Vanguard Small-Cap Value ETF during the 2nd quarter worth approximately $78,434,000. Aspiriant LLC raised its stake in shares of Vanguard Small-Cap Value ETF by 25.9% during the 1st quarter. Aspiriant LLC now owns 1,541,432 shares of the company’s stock worth $287,152,000 after buying an additional 317,301 shares in the last quarter. Focus Partners Wealth raised its stake in shares of Vanguard Small-Cap Value ETF by 41.5% during the 1st quarter. Focus Partners Wealth now owns 667,709 shares of the company’s stock worth $124,388,000 after buying an additional 195,694 shares in the last quarter. Wealthspire Advisors LLC raised its stake in shares of Vanguard Small-Cap Value ETF by 106.2% during the 1st quarter. Wealthspire Advisors LLC now owns 354,264 shares of the company’s stock worth $65,996,000 after buying an additional 182,424 shares in the last quarter. Finally, Assetmark Inc. raised its stake in shares of Vanguard Small-Cap Value ETF by 4.4% during the 1st quarter. Assetmark Inc. now owns 4,174,765 shares of the company’s stock worth $777,717,000 after buying an additional 176,559 shares in the last quarter.

Vanguard Small-Cap Value ETF Trading Up 0.5%

Shares of VBR stock opened at $209.89 on Thursday. The company has a market cap of $31.59 billion, a price-to-earnings ratio of 14.99 and a beta of 1.15. The stock has a 50 day simple moving average of $206.67 and a 200-day simple moving average of $194.89. Vanguard Small-Cap Value ETF has a 12-month low of $160.23 and a 12-month high of $219.01.

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.