Stonebridge Financial Planning Group LLC Has $598,000 Stake in Vanguard Small-Cap Value ETF $VBR

Stonebridge Financial Planning Group LLC trimmed its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 25.3% during the second quarter, HoldingsChannel reports. The institutional investor owned 3,066 shares of the company’s stock after selling 1,040 shares during the period. Stonebridge Financial Planning Group LLC’s holdings in Vanguard Small-Cap Value ETF were worth $598,000 at the end of the most recent reporting period.

A number of other large investors have also recently bought and sold shares of VBR. Park Avenue Securities LLC acquired a new stake in shares of Vanguard Small-Cap Value ETF in the 2nd quarter valued at approximately $78,434,000. Focus Partners Wealth boosted its stake in shares of Vanguard Small-Cap Value ETF by 41.5% in the 1st quarter. Focus Partners Wealth now owns 667,709 shares of the company’s stock valued at $124,388,000 after purchasing an additional 195,694 shares in the last quarter. Assetmark Inc. boosted its stake in shares of Vanguard Small-Cap Value ETF by 4.4% in the 2nd quarter. Assetmark Inc. now owns 4,360,477 shares of the company’s stock valued at $850,337,000 after purchasing an additional 185,712 shares in the last quarter. Wealthspire Advisors LLC boosted its stake in shares of Vanguard Small-Cap Value ETF by 106.2% in the 1st quarter. Wealthspire Advisors LLC now owns 354,264 shares of the company’s stock valued at $65,996,000 after purchasing an additional 182,424 shares in the last quarter. Finally, Wealth Enhancement Advisory Services LLC boosted its stake in shares of Vanguard Small-Cap Value ETF by 47.0% in the 2nd quarter. Wealth Enhancement Advisory Services LLC now owns 480,301 shares of the company’s stock valued at $96,886,000 after purchasing an additional 153,529 shares in the last quarter.

Vanguard Small-Cap Value ETF Price Performance

Shares of NYSEARCA VBR opened at $204.43 on Wednesday. The company has a 50 day simple moving average of $208.59 and a 200 day simple moving average of $199.18. The firm has a market cap of $30.74 billion, a PE ratio of 14.99 and a beta of 1.05. Vanguard Small-Cap Value ETF has a 1 year low of $160.23 and a 1 year 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.