Vanguard Small-Cap Value ETF $VBR Stake Lessened by Wescott Financial Advisory Group LLC

Wescott Financial Advisory Group LLC cut its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 32.7% during the 2nd quarter, HoldingsChannel reports. The fund owned 3,638 shares of the company’s stock after selling 1,765 shares during the period. Wescott Financial Advisory Group LLC’s holdings in Vanguard Small-Cap Value ETF were worth $709,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. Blume Capital Management Inc. bought a new stake in shares of Vanguard Small-Cap Value ETF in the 2nd quarter worth about $29,000. Financial Gravity Companies Inc. bought a new position in shares of Vanguard Small-Cap Value ETF during the second quarter worth about $33,000. Compass Financial Services Inc acquired a new position in Vanguard Small-Cap Value ETF in the second quarter worth about $38,000. JNBA Financial Advisors grew its stake in Vanguard Small-Cap Value ETF by 137.2% in the second quarter. JNBA Financial Advisors now owns 204 shares of the company’s stock worth $40,000 after purchasing an additional 118 shares in the last quarter. Finally, Clearstead Trust LLC increased its holdings in Vanguard Small-Cap Value ETF by 388.2% in the first quarter. Clearstead Trust LLC now owns 249 shares of the company’s stock valued at $46,000 after buying an additional 198 shares during the last quarter.

Vanguard Small-Cap Value ETF Stock Down 1.9%

Shares of NYSEARCA VBR opened at $201.48 on Tuesday. The stock’s 50 day moving average price is $208.05 and its two-hundred day moving average price is $200.98. Vanguard Small-Cap Value ETF has a 52-week low of $160.23 and a 52-week high of $219.01. The stock has a market capitalization of $30.29 billion, a P/E ratio of 14.99 and a beta of 1.05.

Vanguard Small-Cap Value ETF 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.